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 GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,384 |
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 | $41,986 | $47,126-10.9% | $149,673-71.9% | $74,419-43.6% |
| Participation rate | 91.1% | 63.4%+27.7pp | 78.8%+12.3pp | 70.7%+20.3pp |
| Annual return | 24.13% | 22.75%+1.4pp | 134.42%-110.3pp | 34.38%-10.2pp |
| Employer contribution / active EE | $3,215 | $1,905+68.7% | $4,818-33.3% | $2,637+21.9% |
| Participant deferral / active EE | $5,486 | $2,728+101.1% | $5,680-3.4% | $4,528+21.2% |
| Admin fee / account holder | $44 | $343-87.1% | $13,210-99.7% | $348-87.3% |