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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $108,856 |
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 | $35,576 | $46,292-23.1% | $143,757-75.3% | $64,808-45.1% |
| Participation rate | 90.8% | 64.2%+26.5pp | 80.3%+10.5pp | 71.5%+19.3pp |
| Annual return | -15.60% | -10.05%-5.5pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,969 | $1,910+55.5% | $4,951-40.0% | $2,506+18.5% |
| Participant deferral / active EE | $5,907 | $2,646+123.3% | $5,637+4.8% | $4,310+37.0% |
| Admin fee / account holder | $34 | $154-77.7% | $14,673-99.8% | $188-81.8% |