See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $53,066 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,432 | $73,102-46.1% | $123,544-68.1% | $56,287-29.9% |
| Participation rate | 60.8% | 74.3%-13.5pp | 82.3%-21.5pp | 69.9%-9.0pp |
| Annual return | -6.37% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,589 | $2,977-46.6% | $4,628-65.7% | $2,111-24.7% |
| Participant deferral / active EE | $4,368 | $5,423-19.5% | $6,426-32.0% | $3,350+30.4% |
| Admin fee / account holder | $210 | $554-62.2% | $9,284-97.7% | $521-59.8% |