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... | $28,033 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,377 | $54,320-84.6% | $67,652-87.6% | $52,331-84.0% |
| Participation rate | 89.1% | 73.6%+15.5pp | 75.7%+13.5pp | 68.1%+21.0pp |
| Annual return | 1.04% | 6.81%-5.8pp | 6625.04%-6624.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $1,229 | $1,544-20.4% | $2,266-45.8% | $1,882-34.7% |
| Participant deferral / active EE | $1,444 | $2,950-51.0% | $3,560-59.4% | $3,022-52.2% |
| Admin fee / account holder | $29 | $527-94.5% | $4,821-99.4% | $592-95.1% |