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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,832 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,784 | $46,292-61.6% | $143,757-87.6% | $64,808-72.6% |
| Participation rate | 97.1% | 64.2%+32.9pp | 80.3%+16.8pp | 71.5%+25.6pp |
| Annual return | -16.32% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,415 | $1,910-25.9% | $4,951-71.4% | $2,506-43.5% |
| Participant deferral / active EE | $3,521 | $2,646+33.1% | $5,637-37.5% | $4,310-18.3% |
| Admin fee / account holder | $42 | $154-72.9% | $14,673-99.7% | $188-77.8% |