Filed June 5, 2024
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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $55,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,352 | $102,553-45.1% | $151,611-62.8% | $66,914-15.8% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | -10.62% | -10.82%+0.2pp | 3.33%-13.9pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,250 | $4,180-46.2% | $6,166-63.5% | $2,544-11.6% |
| Participant deferral / active EE | $3,093 | $6,641-53.4% | $8,363-63.0% | $4,237-27.0% |
| Admin fee / account holder | $41 | $630-93.6% | $11,616-99.7% | $593-93.2% |