Filed March 13, 2020 (most recent of 4 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $142,142 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,552 | $111,491-47.5% | $189,513-69.1% | $86,799-32.5% |
| Participation rate | 99.6% | 87.3%+12.2pp | 87.8%+11.7pp | 72.3%+27.3pp |
| Annual return | 17.39% | 83.50%-66.1pp | 555.15%-537.8pp | 97.91%-80.5pp |
| Employer contribution / active EE | $2,869 | $3,951-27.4% | $6,162-53.4% | $2,405+19.3% |
| Participant deferral / active EE | $3,519 | $6,437-45.3% | $8,221-57.2% | $4,131-14.8% |
| Admin fee / account holder | $20 | $189-89.4% | $12,045-99.8% | $170-88.2% |