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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $63,346 |
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 | $20,566 | $46,173-55.5% | $170,442-87.9% | $69,631-70.5% |
| Participation rate | 86.6% | 63.9%+22.7pp | 83.6%+3.0pp | 70.7%+15.9pp |
| Annual return | 18.64% | 21.62%-3.0pp | 205.93%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,933 | $1,610+20.1% | $5,433-64.4% | $2,032-4.9% |
| Participant deferral / active EE | $1,546 | $2,080-25.7% | $4,939-68.7% | $3,224-52.0% |
| Admin fee / account holder | $12 | $116-90.0% | $13,880-99.9% | $110-89.5% |