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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $98,138 |
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 | $49,490 | $88,515-44.1% | $162,163-69.5% | $67,579-26.8% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 21.07% | 27.04%-6.0pp | 115.59%-94.5pp | 378.56%-357.5pp |
| Employer contribution / active EE | $3,996 | $3,563+12.1% | $5,614-28.8% | $2,148+86.0% |
| Participant deferral / active EE | $3,033 | $5,724-47.0% | $7,298-58.4% | $3,539-14.3% |
| Admin fee / account holder | $22 | $124-82.2% | $10,843-99.8% | $142-84.5% |