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 | Direct payment from the plan; Recordk... | $87,597 |
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 | $154,129 | $74,024+108.2% | $77,999+97.6% | $57,658+167.3% |
| Participation rate | 98.4% | 79.7%+18.7pp | 75.5%+22.9pp | 70.2%+28.2pp |
| Annual return | 34.18% | 12.14%+22.0pp | 425.96%-391.8pp | 5.13%+29.0pp |
| Employer contribution / active EE | $9,320 | $2,365+294.0% | $2,470+277.3% | $1,974+372.2% |
| Participant deferral / active EE | $11,224 | $3,533+217.7% | $3,497+221.0% | $3,061+266.7% |
| Admin fee / account holder | $39 | $93-57.9% | $5,480-99.3% | $95-58.5% |