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 GROUP9 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $33,783 |
STANCORP FINANCIAL GROUP8 years Service code 19 | Securities Custodian | $1,230 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,576 | $81,625-31.9% | $167,512-66.8% | $74,304-25.2% |
| Participation rate | 64.3% | 60.0%+4.3pp | 77.1%-12.7pp | 60.3%+4.0pp |
| Annual return | 19.76% | 26.09%-6.3pp | 1615.79%-1596.0pp | 29.43%-9.7pp |
| Employer contribution / active EE | $568 | $2,010-71.8% | $3,882-85.4% | $2,241-74.7% |
| Participant deferral / active EE | $3,778 | $4,115-8.2% | $6,405-41.0% | $3,767+0.3% |
| Admin fee / account holder | $259 | $3,474-92.6% | $9,769-97.4% | $2,969-91.3% |