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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $209,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,044 | $45,382-58.0% | $154,107-87.6% | $75,289-74.7% |
| Participation rate | 86.5% | 65.9%+20.6pp | 83.0%+3.5pp | 72.4%+14.1pp |
| Annual return | -5.44% | -0.47%-5.0pp | 735.12%-740.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,253 | $1,533-18.3% | $5,298-76.3% | $2,405-47.9% |
| Participant deferral / active EE | $1,958 | $2,384-17.9% | $5,081-61.5% | $3,739-47.6% |
| Admin fee / account holder | $18 | $89-79.3% | $13,411-99.9% | $102-81.9% |