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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $62,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,274 | $60,545-48.3% | $92,233-66.1% | $69,631-55.1% |
| Participation rate | 96.9% | 72.2%+24.8pp | 76.5%+20.4pp | 70.7%+26.2pp |
| Annual return | 21.36% | 19.71%+1.7pp | 176.28%-154.9pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $2,006 | $2,633-23.8% | $3,679-45.5% | $2,032-1.3% |
| Participant deferral / active EE | $5,326 | $2,828+88.4% | $3,897+36.7% | $3,224+65.2% |
| Admin fee / account holder | $65 | $145-55.0% | $5,194-98.7% | $110-41.0% |