Filed February 11, 2019 (most recent of 3 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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $61,277 |
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 | $32,753 | $37,196-11.9% | $154,107-78.7% | $55,725-41.2% |
| Participation rate | 90.2% | 64.1%+26.1pp | 83.0%+7.2pp | 70.9%+19.4pp |
| Annual return | -2.07% | 1319.68%-1321.8pp | 735.12%-737.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $1,773 | $1,614+9.9% | $5,298-66.5% | $2,078-14.7% |
| Participant deferral / active EE | $3,449 | $2,068+66.7% | $5,081-32.1% | $3,356+2.8% |
| Admin fee / account holder | $8 | $102-92.3% | $13,411-99.9% | $115-93.2% |