Filed March 13, 2020 (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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $62,667 |
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 | $37,215 | $68,413-45.6% | $123,104-69.8% | $55,191-32.6% |
| Participation rate | 95.9% | 84.5%+11.4pp | 86.8%+9.2pp | 69.2%+26.8pp |
| Annual return | 2.81% | 6.30%-3.5pp | 13.22%-10.4pp | 10.78%-8.0pp |
| Employer contribution / active EE | $2,081 | $3,050-31.8% | $5,151-59.6% | $1,899+9.6% |
| Participant deferral / active EE | $2,692 | $4,490-40.0% | $6,230-56.8% | $3,046-11.6% |
| Admin fee / account holder | $16 | $88-81.2% | $9,015-99.8% | $91-81.9% |