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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $261,972 |
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 | $25,244 | $47,456-46.8% | $172,739-85.4% | $77,787-67.5% |
| Participation rate | 90.7% | 66.3%+24.5pp | 82.6%+8.1pp | 73.2%+17.5pp |
| Annual return | 23.05% | 35.57%-12.5pp | 802.84%-779.8pp | 32.57%-9.5pp |
| Employer contribution / active EE | $2,276 | $1,574+44.6% | $5,143-55.7% | $2,504-9.1% |
| Participant deferral / active EE | $2,897 | $2,560+13.2% | $5,198-44.3% | $3,967-27.0% |
| Admin fee / account holder | $23 | $81-71.0% | $13,954-99.8% | $100-76.6% |