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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $44,660 |
Participant contribution per participant 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 | $52,548 | $79,523-33.9% | $140,016-62.5% | $56,287-6.6% |
| Participation rate | 90.2% | 85.7%+4.5pp | 87.5%+2.7pp | 69.9%+20.3pp |
| Annual return | -1.53% | 2.39%-3.9pp | 651.12%-652.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,549 | $5,129-50.3% | $6,927-63.2% | $3,350-23.9% |
| Admin fee / account holder | $23 | $614-96.2% | $10,705-99.8% | $521-95.6% |