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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.
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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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,281 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $22,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,674 | $81,900+25.4% | $119,609-14.2% | $68,494+49.9% |
| Participation rate | 86.6% | 71.9%+14.7pp | 79.3%+7.3pp | 67.9%+18.7pp |
| Annual return | -14.84% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $562 | $2,693-79.1% | $4,232-86.7% | $2,596-78.4% |
| Participant deferral / active EE | $4,055 | $4,148-2.2% | $5,602-27.6% | $4,027+0.7% |
| Admin fee / account holder | $251 | $6,582-96.2% | $10,323-97.6% | $5,403-95.3% |