Filed November 2, 2020
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,919 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,539 | $46,360-75.1% | $147,614-92.2% | $52,331-78.0% |
| Participation rate | 94.1% | 64.9%+29.1pp | 84.6%+9.4pp | 68.1%+26.0pp |
| Annual return | -2.56% | 1.62%-4.2pp | 61.98%-64.5pp | 4.54%-7.1pp |
| Employer contribution / active EE | $528 | $2,126-75.2% | $5,564-90.5% | $1,882-72.0% |
| Participant deferral / active EE | $2,106 | $2,258-6.7% | $4,895-57.0% | $3,022-30.3% |
| Admin fee / account holder | $46 | $766-94.0% | $11,611-99.6% | $592-92.2% |