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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $153,286 |
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 | $61,089 | $100,227-39.0% | $169,993-64.1% | $74,419-17.9% |
| Participation rate | 98.8% | 87.3%+11.5pp | 87.0%+11.8pp | 70.7%+28.1pp |
| Annual return | 18.19% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,294 | $4,263-22.7% | $6,785-51.4% | $2,637+24.9% |
| Participant deferral / active EE | $4,065 | $7,143-43.1% | $10,408-60.9% | $4,528-10.2% |
| Admin fee / account holder | $28 | $234-88.0% | $12,815-99.8% | $348-91.9% |