Filed March 12, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $64,287 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,315 | $36,916-58.5% | $156,549-90.2% | $57,658-73.4% |
| Participation rate | 91.9% | 63.4%+28.5pp | 84.0%+7.9pp | 70.2%+21.7pp |
| Annual return | 10.82% | 12.38%-1.6pp | 32.23%-21.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $1,684 | $1,571+7.2% | $5,501-69.4% | $1,974-14.7% |
| Participant deferral / active EE | $1,236 | $1,926-35.8% | $4,871-74.6% | $3,061-59.6% |
| Admin fee / account holder | $12 | $82-85.9% | $13,027-99.9% | $95-87.7% |