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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $161,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,939 | $129,021-44.2% | $184,203-60.9% | $77,643-7.3% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 14.66% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $3,619 | $4,413-18.0% | $6,427-43.7% | $2,726+32.8% |
| Participant deferral / active EE | $4,447 | $7,297-39.1% | $9,131-51.3% | $4,647-4.3% |
| Admin fee / account holder | $25 | $254-90.1% | $13,901-99.8% | $430-94.2% |