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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,240 |
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 | $124,825 | $62,324+100.3% | $68,509+82.2% | $55,191+126.2% |
| Participation rate | 98.4% | 78.9%+19.5pp | 74.7%+23.7pp | 69.2%+29.2pp |
| Annual return | 0.00% | 4.26%-4.3pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,345 | $2,223+50.5% | $2,278+46.9% | $1,899+76.2% |
| Participant deferral / active EE | $9,790 | $3,425+185.8% | $3,382+189.5% | $3,046+221.4% |
| Admin fee / account holder | $12 | $91-86.9% | $5,275-99.8% | $91-86.8% |