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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $174,723 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,791 | $88,890-18.1% | $102,423-28.9% | $77,643-6.2% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.9pp |
| Annual return | 11.12% | 24.98%-13.9pp | 29.32%-18.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,418 | $2,698-47.4% | $3,023-53.1% | $2,726-48.0% |
| Participant deferral / active EE | $3,972 | $5,145-22.8% | $5,053-21.4% | $4,647-14.5% |
| Admin fee / account holder | $82 | $235-65.1% | $9,451-99.1% | $430-80.9% |