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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $117,167 | $63,114+85.6% | $92,893+26.1% | $65,185+79.7% |
| Participation rate | 40.2% | 68.8%-28.6pp | 76.0%-35.8pp | 70.2%-30.0pp |
| Annual return | 24.95% | 28.75%-3.8pp | 109.41%-84.5pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,386 | $2,571-46.1% | $3,653-62.1% | $2,177-36.3% |
| Participant deferral / active EE | $3,468 | $3,108+11.6% | $4,236-18.1% | $3,514-1.3% |
| Admin fee / account holder | $47 | $624-92.5% | $5,794-99.2% | $847-94.5% |