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 GROUP4 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $20,762 |
STANCORP FINANCIAL GROUP3 years Service code 19 | Securities Custodian | $3,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,403 | $62,132-46.2% | $185,823-82.0% | $73,488-54.5% |
| Participation rate | 64.7% | 67.8%-3.1pp | 78.0%-13.4pp | 70.7%-6.0pp |
| Annual return | 16.38% | 20.44%-4.1pp | 35.95%-19.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $447 | $1,681-73.4% | $4,087-89.1% | $2,270-80.3% |
| Participant deferral / active EE | $2,918 | $3,711-21.4% | $5,632-48.2% | $3,740-22.0% |
| Admin fee / account holder | $151 | $419-63.9% | $9,500-98.4% | $513-70.6% |