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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $49,599 |
Filed as: CHARLES SCHWAB Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,180 | $56,503-62.5% | $70,092-69.8% | $64,808-67.3% |
| Participation rate | 89.9% | 70.5%+19.5pp | 70.5%+19.5pp | 71.5%+18.5pp |
| Annual return | -18.27% | -13.44%-4.8pp | 190.73%-209.0pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,824 | $2,046+38.0% | $2,559+10.4% | $2,506+12.7% |
| Participant deferral / active EE | $2,591 | $3,389-23.5% | $3,849-32.7% | $4,310-39.9% |
| Admin fee / account holder | $168 | $160+4.9% | $6,267-97.3% | $188-10.5% |