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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $86,558 |
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 | $35,535 | $37,196-4.5% | $154,107-76.9% | $55,725-36.2% |
| Participation rate | 98.9% | 64.1%+34.9pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | -4.35% | 1319.68%-1324.0pp | 735.12%-739.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,367 | $1,614+46.6% | $5,298-55.3% | $2,078+13.9% |
| Participant deferral / active EE | $3,563 | $2,068+72.3% | $5,081-29.9% | $3,356+6.2% |
| Admin fee / account holder | $17 | $102-83.7% | $13,411-99.9% | $115-85.6% |