Filed December 26, 2019
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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $45,058 |
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 | $15,664 | $47,977-67.4% | $154,107-89.8% | $56,287-72.2% |
| Participation rate | 97.9% | 66.2%+31.8pp | 83.0%+14.9pp | 69.9%+28.1pp |
| Annual return | -1.71% | 3.54%-5.2pp | 735.12%-736.8pp | -9.96%+8.2pp |
| Employer contribution / active EE | $1,394 | $2,169-35.7% | $5,298-73.7% | $2,111-34.0% |
| Participant deferral / active EE | $2,888 | $2,392+20.8% | $5,081-43.1% | $3,350-13.8% |
| Admin fee / account holder | $16 | $438-96.3% | $13,411-99.9% | $521-96.9% |