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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $65,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,838 | $102,553-46.5% | $151,611-63.8% | $66,914-18.0% |
| Participation rate | 83.9% | 85.5%-1.6pp | 87.5%-3.6pp | 69.8%+14.1pp |
| Annual return | -16.81% | -10.82%-6.0pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,905 | $4,180-30.5% | $6,166-52.9% | $2,544+14.2% |
| Participant deferral / active EE | $3,960 | $6,641-40.4% | $8,363-52.7% | $4,237-6.5% |
| Admin fee / account holder | $120 | $630-80.9% | $11,616-99.0% | $593-79.7% |