Filed March 16, 2022 (most recent of 2 filings on file)
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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $104,990 |
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 | $46,949 | $65,118-27.9% | $76,768-38.8% | $55,725-15.7% |
| Participation rate | 95.7% | 79.6%+16.1pp | 77.0%+18.7pp | 70.9%+24.8pp |
| Annual return | -5.33% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,442 | $1,941-25.7% | $2,485-42.0% | $2,078-30.6% |
| Participant deferral / active EE | $2,829 | $3,688-23.3% | $3,852-26.6% | $3,356-15.7% |
| Admin fee / account holder | $40 | $116-65.5% | $6,675-99.4% | $115-65.3% |