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 GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $128,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,628 | $50,815-6.3% | $155,509-69.4% | $77,643-38.7% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 14.75% | 34.80%-20.1pp | 64.67%-49.9pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,721 | $1,993+86.7% | $4,672-20.4% | $2,726+36.5% |
| Participant deferral / active EE | $6,539 | $2,822+131.7% | $5,626+16.2% | $4,647+40.7% |
| Admin fee / account holder | $49 | $437-88.7% | $15,912-99.7% | $430-88.6% |