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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $162,707 |
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 | $22,136 | $44,989-50.8% | $170,442-87.0% | $77,958-71.6% |
| Participation rate | 79.9% | 64.6%+15.3pp | 83.6%-3.7pp | 71.6%+8.3pp |
| Annual return | 17.21% | 19.61%-2.4pp | 205.93%-188.7pp | 20.87%-3.7pp |
| Employer contribution / active EE | $1,062 | $1,466-27.6% | $5,433-80.5% | $2,310-54.0% |
| Participant deferral / active EE | $1,699 | $2,208-23.0% | $4,939-65.6% | $3,537-52.0% |
| Admin fee / account holder | $13 | $69-80.9% | $13,880-99.9% | $97-86.4% |