Filed February 13, 2019
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $196,583 |
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 | $93,704 | $74,024+26.6% | $77,999+20.1% | $57,658+62.5% |
| Participation rate | 99.5% | 79.7%+19.8pp | 75.5%+24.0pp | 70.2%+29.3pp |
| Annual return | 9.52% | 12.14%-2.6pp | 425.96%-416.4pp | 5.13%+4.4pp |
| Employer contribution / active EE | $8,090 | $2,365+242.0% | $2,470+227.5% | $1,974+309.9% |
| Participant deferral / active EE | $8,133 | $3,533+130.2% | $3,497+132.6% | $3,061+165.7% |
| Admin fee / account holder | $34 | $93-63.4% | $5,480-99.4% | $95-63.9% |