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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,527 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,586 | $81,537-44.1% | $149,718-69.6% | $69,631-34.5% |
| Participation rate | 98.3% | 86.1%+12.1pp | 87.1%+11.2pp | 70.7%+27.6pp |
| Annual return | 16.79% | 22.79%-6.0pp | 1501.63%-1484.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,285 | $3,239-29.4% | $5,445-58.0% | $2,032+12.4% |
| Participant deferral / active EE | $2,815 | $4,994-43.6% | $6,569-57.2% | $3,224-12.7% |
| Admin fee / account holder | $20 | $107-81.1% | $11,283-99.8% | $110-81.7% |