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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $91,531 |
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 | $41,107 | $52,293-21.4% | $178,490-77.0% | $73,409-44.0% |
| Participation rate | 88.8% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.6pp |
| Annual return | 25.06% | 34.75%-9.7pp | 151.07%-126.0pp | 59.29%-34.2pp |
| Employer contribution / active EE | $2,231 | $1,735+28.5% | $5,011-55.5% | $2,234-0.1% |
| Participant deferral / active EE | $4,255 | $2,332+82.5% | $5,202-18.2% | $3,805+11.8% |
| Admin fee / account holder | $17 | $127-86.7% | $13,984-99.9% | $158-89.2% |