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... | $29,963 |
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 | $29,899 | $49,138-39.2% | $84,015-64.4% | $65,185-54.1% |
| Participation rate | 81.8% | 60.7%+21.0pp | 69.0%+12.7pp | 70.2%+11.6pp |
| Annual return | 27.58% | 23.00%+4.6pp | 71.31%-43.7pp | 29.38%-1.8pp |
| Employer contribution / active EE | $890 | $914-2.5% | $1,983-55.1% | $2,177-59.1% |
| Participant deferral / active EE | $3,364 | $2,397+40.3% | $3,239+3.9% | $3,514-4.3% |
| Admin fee / account holder | $70 | $543-87.2% | $6,101-98.9% | $847-91.8% |