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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $47,628 |
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 | $37,329 | $65,376-42.9% | $87,100-57.1% | $65,185-42.7% |
| Participation rate | 75.3% | 75.3%0pp | 76.9%-1.5pp | 70.2%+5.1pp |
| Annual return | 23.76% | 31.27%-7.5pp | 28.19%-4.4pp | 29.38%-5.6pp |
| Employer contribution / active EE | $1,563 | $1,822-14.2% | $2,521-38.0% | $2,177-28.2% |
| Participant deferral / active EE | $2,777 | $3,388-18.0% | $4,049-31.4% | $3,514-21.0% |
| Admin fee / account holder | $54 | $520-89.6% | $7,497-99.3% | $847-93.6% |