Filed October 17, 2024 (most recent of 2 filings on file)
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 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $18,152 |
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 | $24,316 | $63,156-61.5% | $122,332-80.1% | $62,292-61.0% |
| Participation rate | 79.4% | 60.0%+19.4pp | 71.6%+7.8pp | 69.5%+9.9pp |
| Annual return | 18.22% | 20.61%-2.4pp | 30.27%-12.1pp | 28.90%-10.7pp |
| Employer contribution / active EE | $820 | $1,385-40.8% | $4,050-79.8% | $2,042-59.9% |
| Participant deferral / active EE | $2,009 | $2,321-13.4% | $3,287-38.9% | $3,169-36.6% |
| Admin fee / account holder | $15 | $440-96.6% | $5,478-99.7% | $479-96.9% |