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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $150,532 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,339 | $185,342-61.5% | $111,297-35.9% | $86,799-17.8% |
| Participation rate | 99.6% | 81.0%+18.6pp | 77.3%+22.3pp | 72.3%+27.3pp |
| Annual return | 11.21% | 500.80%-489.6pp | 54.65%-43.4pp | 97.91%-86.7pp |
| Employer contribution / active EE | $1,541 | $2,246-31.4% | $2,731-43.6% | $2,405-35.9% |
| Participant deferral / active EE | $3,665 | $4,458-17.8% | $4,487-18.3% | $4,131-11.3% |
| Admin fee / account holder | $60 | $255-76.5% | $7,964-99.2% | $170-64.5% |