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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $292,044 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,645 | $56,095-45.4% | $178,490-82.8% | $90,288-66.1% |
| Participation rate | 92.1% | 65.6%+26.5pp | 81.9%+10.1pp | 73.4%+18.7pp |
| Annual return | 18.98% | 28.81%-9.8pp | 151.07%-132.1pp | 53.97%-35.0pp |
| Employer contribution / active EE | $2,358 | $1,572+49.9% | $5,011-52.9% | $2,524-6.6% |
| Participant deferral / active EE | $3,043 | $2,669+14.0% | $5,202-41.5% | $4,232-28.1% |
| Admin fee / account holder | $20 | $101-79.9% | $13,984-99.9% | $114-82.2% |