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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.
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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 GROUP10+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $42,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,400 | $50,982-3.1% | $154,803-68.1% | $85,563-42.3% |
| Participation rate | 33.3% | 59.8%-26.5pp | 78.1%-44.7pp | 66.0%-32.6pp |
| Annual return | 11.44% | 30.35%-18.9pp | 58.88%-47.4pp | 31.51%-20.1pp |
| Employer contribution / active EE | $551 | $1,708-67.8% | $4,305-87.2% | $2,654-79.2% |
| Participant deferral / active EE | $1,302 | $2,474-47.4% | $5,540-76.5% | $4,375-70.2% |
| Admin fee / account holder | $261 | $846-69.2% | $14,329-98.2% | $834-68.7% |