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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $47,856 |
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 | $124,114 | $74,347+66.9% | $93,606+32.6% | $67,579+83.7% |
| Participation rate | 96.7% | 80.6%+16.1pp | 75.8%+20.9pp | 71.3%+25.4pp |
| Annual return | 29.64% | 28.07%+1.6pp | 32.76%-3.1pp | 378.56%-348.9pp |
| Employer contribution / active EE | $5,393 | $2,583+108.8% | $2,718+98.4% | $2,148+151.1% |
| Participant deferral / active EE | $8,468 | $4,060+108.6% | $4,069+108.1% | $3,539+139.3% |
| Admin fee / account holder | $55 | $123-55.4% | $7,888-99.3% | $142-61.6% |