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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $87,951 |
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 | $131,923 | $74,347+77.4% | $93,606+40.9% | $67,579+95.2% |
| Participation rate | 98.1% | 80.6%+17.5pp | 75.8%+22.3pp | 71.3%+26.9pp |
| Annual return | 23.91% | 28.07%-4.2pp | 32.76%-8.8pp | 378.56%-354.6pp |
| Employer contribution / active EE | $5,710 | $2,583+121.1% | $2,718+110.1% | $2,148+165.9% |
| Participant deferral / active EE | $8,269 | $4,060+103.7% | $4,069+103.2% | $3,539+133.6% |
| Admin fee / account holder | $47 | $123-61.4% | $7,888-99.4% | $142-66.7% |