Filed September 15, 2026 (most recent of 4 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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,764 | $98,982-39.6% | $162,163-63.1% | $65,185-8.3% |
| Participation rate | 64.3% | 85.8%-21.4pp | 87.6%-23.2pp | 70.2%-5.9pp |
| Annual return | 19.30% | 24.84%-5.5pp | 115.59%-96.3pp | 29.38%-10.1pp |
| Employer contribution / active EE | $2,018 | $3,467-41.8% | $5,614-64.0% | $2,177-7.3% |
| Participant deferral / active EE | $2,782 | $5,384-48.3% | $7,298-61.9% | $3,514-20.8% |
| Admin fee / account holder | $134 | $596-77.5% | $10,843-98.8% | $847-84.1% |