Filed February 8, 2023 (most recent of 3 filings on file)
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 10-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 GROUP2 years Service code 12 · EIN 93-1253576 1100 SW SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Re... | $72,231 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,281 | $132,049-34.7% | $200,582-57.0% | $74,304+16.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 19.87% | 22.22%-2.3pp | 42.33%-22.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $4,491 | $4,558-1.5% | $6,419-30.0% | $2,241+100.4% |
| Participant deferral / active EE | $5,407 | $7,213-25.0% | $9,331-42.1% | $3,767+43.5% |
| Admin fee / account holder | $151 | $2,405-93.7% | $16,305-99.1% | $2,969-94.9% |