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 Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $16,196 |
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 | $26,748 | $50,982-47.5% | $154,803-82.7% | $85,563-68.7% |
| Participation rate | 96.4% | 59.8%+36.6pp | 78.1%+18.3pp | 66.0%+30.4pp |
| Annual return | 13.70% | 30.35%-16.7pp | 58.88%-45.2pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,594 | $1,708-6.7% | $4,305-63.0% | $2,654-39.9% |
| Participant deferral / active EE | $3,754 | $2,474+51.7% | $5,540-32.2% | $4,375-14.2% |
| Admin fee / account holder | $36 | $846-95.7% | $14,329-99.7% | $834-95.6% |