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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $115,167 |
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 | $57,112 | $111,608-48.8% | $177,821-67.9% | $73,409-22.2% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.5pp | 72.2%+27.1pp |
| Annual return | 15.61% | 18.23%-2.6pp | 48.32%-32.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,792 | $3,796-26.5% | $5,918-52.8% | $2,234+25.0% |
| Participant deferral / active EE | $3,281 | $6,199-47.1% | $7,714-57.5% | $3,805-13.8% |
| Admin fee / account holder | $20 | $166-87.8% | $12,427-99.8% | $158-87.2% |