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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,267 |
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 | $21,177 | $58,879-64.0% | $178,490-88.1% | $73,488-71.2% |
| Participation rate | 99.1% | 66.2%+32.9pp | 81.9%+17.2pp | 70.7%+28.4pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.07%-139.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,413 | $2,236-36.8% | $5,011-71.8% | $2,270-37.7% |
| Participant deferral / active EE | $3,429 | $2,567+33.6% | $5,202-34.1% | $3,740-8.3% |
| Admin fee / account holder | $31 | $400-92.4% | $13,984-99.8% | $513-94.0% |