See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Sub-tra... | $17,226 |
STANCORP FINANCIAL GROUP2 years Service code 19 | Securities Custodian | $3,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,393 | $56,972-51.9% | $182,532-85.0% | $65,185-58.0% |
| Participation rate | 69.1% | 66.5%+2.6pp | 78.0%-8.8pp | 70.2%-1.1pp |
| Annual return | 24.36% | 27.67%-3.3pp | 148.54%-124.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $443 | $1,615-72.6% | $4,076-89.1% | $2,177-79.7% |
| Participant deferral / active EE | $2,646 | $3,526-25.0% | $5,524-52.1% | $3,514-24.7% |
| Admin fee / account holder | $129 | $528-75.5% | $8,592-98.5% | $847-84.7% |