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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $74,104 |
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 | $38,118 | $62,928-39.4% | $172,739-77.9% | $67,579-43.6% |
| Participation rate | 89.9% | 64.5%+25.5pp | 82.6%+7.3pp | 71.3%+18.7pp |
| Annual return | 24.14% | 30.36%-6.2pp | 802.84%-778.7pp | 378.56%-354.4pp |
| Employer contribution / active EE | $2,160 | $1,636+32.0% | $5,143-58.0% | $2,148+0.6% |
| Participant deferral / active EE | $4,269 | $2,145+99.0% | $5,198-17.9% | $3,539+20.6% |
| Admin fee / account holder | $12 | $167-92.5% | $13,954-99.9% | $142-91.3% |