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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,937 |
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 | $13,105 | $46,732-72.0% | $156,549-91.6% | $55,167-76.2% |
| Participation rate | 94.4% | 65.8%+28.6pp | 84.0%+10.4pp | 69.0%+25.5pp |
| Annual return | 6.73% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $541 | $2,105-74.3% | $5,501-90.2% | $1,963-72.5% |
| Participant deferral / active EE | $2,224 | $2,204+0.9% | $4,871-54.3% | $3,054-27.2% |
| Admin fee / account holder | $52 | $418-87.5% | $13,027-99.6% | $504-89.6% |