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 8-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); Di... | $240,496 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,408 | $65,223+61.6% | $80,019+31.7% | $55,725+89.2% |
| Participation rate | 99.4% | 80.6%+18.9pp | 75.8%+23.6pp | 70.9%+28.6pp |
| Annual return | -6.14% | 7.59%-13.7pp | 11.22%-17.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $5,580 | $2,544+119.4% | $2,468+126.1% | $2,078+168.5% |
| Participant deferral / active EE | $7,928 | $3,881+104.3% | $3,686+115.1% | $3,356+136.3% |
| Admin fee / account holder | $63 | $114-44.7% | $6,521-99.0% | $115-45.2% |