Filed December 26, 2019
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $7,948 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,576 | $56,485-67.1% | $185,823-90.0% | $86,799-78.6% |
| Participation rate | 94.5% | 65.5%+29.0pp | 81.7%+12.8pp | 72.3%+22.2pp |
| Annual return | 13.34% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,130 | $1,843-38.7% | $5,167-78.1% | $2,405-53.0% |
| Participant deferral / active EE | $2,882 | $2,553+12.9% | $5,568-48.2% | $4,131-30.2% |
| Admin fee / account holder | $23 | $150-84.5% | $16,237-99.9% | $170-86.3% |