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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $65,064 |
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 | $42,581 | $46,173-7.8% | $170,442-75.0% | $69,631-38.8% |
| Participation rate | 99.8% | 63.9%+35.9pp | 83.6%+16.2pp | 70.7%+29.1pp |
| Annual return | 17.90% | 21.62%-3.7pp | 205.93%-188.0pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $2,342 | $1,610+45.5% | $5,433-56.9% | $2,032+15.3% |
| Participant deferral / active EE | $3,622 | $2,080+74.1% | $4,939-26.7% | $3,224+12.4% |
| Admin fee / account holder | $12 | $116-90.0% | $13,880-99.9% | $110-89.5% |