Filed May 30, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $157,322 |
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 | $22,862 | $37,039-38.3% | $147,614-84.5% | $59,188-61.4% |
| Participation rate | 60.7% | 63.8%-3.1pp | 84.6%-23.9pp | 69.4%-8.7pp |
| Annual return | 44.13% | 7.19%+36.9pp | 61.98%-17.9pp | 5.51%+38.6pp |
| Employer contribution / active EE | $988 | $1,353-27.0% | $5,564-82.2% | $2,098-52.9% |
| Participant deferral / active EE | $1,544 | $2,094-26.2% | $4,895-68.5% | $3,265-52.7% |
| Admin fee / account holder | $25 | $60-59.2% | $11,611-99.8% | $92-73.3% |