See peer percentile detail with Solo.
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.
See the 7-year trajectory with Solo.
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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $42,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,809 | $29,516-49.8% | $77,482-80.9% | $90,288-83.6% |
| Participation rate | 23.2% | 33.7%-10.5pp | 54.2%-31.0pp | 73.4%-50.2pp |
| Annual return | 46.11% | 231.18%-185.1pp | 54.79%-8.7pp | 53.97%-7.9pp |
| Employer contribution / active EE | $632 | $381+66.0% | $986-35.9% | $2,524-75.0% |
| Participant deferral / active EE | $1,120 | $944+18.6% | $1,861-39.8% | $4,232-73.5% |
| Admin fee / account holder | $31 | $106-70.3% | $2,858-98.9% | $114-72.4% |