See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,434 | $36,916-50.1% | $156,549-88.2% | $57,658-68.0% |
| Participation rate | 36.4% | 63.4%-27.1pp | 84.0%-47.6pp | 70.2%-33.9pp |
| Annual return | 5.00% | 12.38%-7.4pp | 32.23%-27.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $595 | $1,926-69.1% | $4,871-87.8% | $3,061-80.6% |
| Admin fee / account holder | $241 | $82+192.2% | $13,027-98.2% | $95+154.9% |