Filed June 5, 2024
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,665 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,851 | $89,739-42.2% | $149,718-65.4% | $62,292-16.8% |
| Participation rate | 90.3% | 85.1%+5.2pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 10.42% | 21.01%-10.6pp | 1501.63%-1491.2pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,859 | $3,233-42.5% | $5,445-65.9% | $2,042-9.0% |
| Participant deferral / active EE | $2,416 | $4,797-49.6% | $6,569-63.2% | $3,169-23.8% |
| Admin fee / account holder | $19 | $551-96.5% | $11,283-99.8% | $479-96.0% |