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 10-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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,611 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,882 | $79,171-47.1% | $102,423-59.1% | $74,495-43.8% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 12.71% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,401 | $2,362+1.6% | $3,023-20.6% | $2,623-8.5% |
| Participant deferral / active EE | $3,523 | $4,415-20.2% | $5,053-30.3% | $4,346-18.9% |
| Admin fee / account holder | $50 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |