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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,290 |
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 | $189,363 | $75,284+151.5% | $91,001+108.1% | $69,631+172.0% |
| Participation rate | 99.2% | 80.4%+18.8pp | 75.6%+23.6pp | 70.7%+28.5pp |
| Annual return | 19.16% | 48.40%-29.2pp | 4.60%+14.6pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $6,794 | $2,473+174.8% | $2,456+176.7% | $2,032+234.3% |
| Participant deferral / active EE | $11,170 | $3,700+201.9% | $3,547+214.9% | $3,224+246.5% |
| Admin fee / account holder | $26 | $111-76.0% | $5,417-99.5% | $110-76.0% |