Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,375 |
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 | $34,714 | $37,117-6.5% | $147,614-76.5% | $55,191-37.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.93% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,789 | $1,620+10.4% | $5,564-67.9% | $1,899-5.8% |
| Participant deferral / active EE | $3,027 | $1,985+52.5% | $4,895-38.2% | $3,046-0.6% |
| Admin fee / account holder | $14 | $86-83.1% | $11,611-99.9% | $91-84.0% |