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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $72,448 |
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 | $14,809 | $37,117-60.1% | $147,614-90.0% | $55,191-73.2% |
| Participation rate | 80.5% | 63.6%+16.9pp | 84.6%-4.1pp | 69.2%+11.4pp |
| Annual return | 0.88% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $311 | $1,620-80.8% | $5,564-94.4% | $1,899-83.6% |
| Participant deferral / active EE | $1,066 | $1,985-46.3% | $4,895-78.2% | $3,046-65.0% |
| Admin fee / account holder | $33 | $86-61.4% | $11,611-99.7% | $91-63.6% |