See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $80,947 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,998 | $64,286-2.0% | $90,951-30.7% | $73,409-14.2% |
| Participation rate | 75.0% | 63.6%+11.4pp | 69.0%+6.0pp | 72.2%+2.8pp |
| Annual return | 30.89% | 21.45%+9.4pp | 134.60%-103.7pp | 59.29%-28.4pp |
| Employer contribution / active EE | $1,308 | $895+46.2% | $2,122-38.3% | $2,234-41.4% |
| Participant deferral / active EE | $3,657 | $2,453+49.1% | $3,373+8.4% | $3,805-3.9% |
| Admin fee / account holder | $29 | $287-89.8% | $5,959-99.5% | $158-81.4% |