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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,301 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,812 | $73,638-52.7% | $95,952-63.7% | $73,488-52.6% |
| Participation rate | 73.2% | 76.2%-3.0pp | 77.1%-3.9pp | 70.7%+2.5pp |
| Annual return | 12.68% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $1,272 | $1,863-31.7% | $2,541-49.9% | $2,270-44.0% |
| Participant deferral / active EE | $2,143 | $3,617-40.8% | $4,167-48.6% | $3,740-42.7% |
| Admin fee / account holder | $153 | $482-68.3% | $6,795-97.8% | $513-70.2% |