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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,652 |
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 | $18,875 | $52,953-64.4% | $172,739-89.1% | $65,185-71.0% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 20.58% | 30.12%-9.5pp | 802.84%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,371 | $2,190-37.4% | $5,143-73.3% | $2,177-37.0% |
| Participant deferral / active EE | $3,149 | $2,471+27.4% | $5,198-39.4% | $3,514-10.4% |
| Admin fee / account holder | $27 | $472-94.2% | $13,954-99.8% | $847-96.8% |