Filed February 15, 2023 (most recent of 3 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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,266 |
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 | $45,203 | $111,608-59.5% | $177,821-74.6% | $73,409-38.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 18.43% | 18.23%+0.2pp | 48.32%-29.9pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,181 | $3,796-16.2% | $5,918-46.2% | $2,234+42.4% |
| Participant deferral / active EE | $3,844 | $6,199-38.0% | $7,714-50.2% | $3,805+1.0% |
| Admin fee / account holder | $33 | $166-80.0% | $12,427-99.7% | $158-79.1% |