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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $53,349 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,524 | $136,307-52.7% | $177,821-63.7% | $73,488-12.2% |
| Participation rate | 70.2% | 86.1%-15.9pp | 87.7%-17.5pp | 70.7%-0.5pp |
| Annual return | 18.44% | 18.68%-0.2pp | 48.32%-29.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,078 | $3,712-44.0% | $5,918-64.9% | $2,270-8.4% |
| Participant deferral / active EE | $2,602 | $5,829-55.4% | $7,714-66.3% | $3,740-30.4% |
| Admin fee / account holder | $112 | $596-81.2% | $12,427-99.1% | $513-78.2% |