Filed February 10, 2016 (most recent of 2 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 | Direct payment from the plan; Claims ... | $39,766 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,505 | $136,307-54.9% | $177,821-65.4% | $73,488-16.3% |
| Participation rate | 77.4% | 86.1%-8.7pp | 87.7%-10.3pp | 70.7%+6.7pp |
| Annual return | 17.37% | 18.68%-1.3pp | 48.32%-31.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,433 | $3,712-61.4% | $5,918-75.8% | $2,270-36.9% |
| Participant deferral / active EE | $2,925 | $5,829-49.8% | $7,714-62.1% | $3,740-21.8% |
| Admin fee / account holder | $35 | $596-94.1% | $12,427-99.7% | $513-93.1% |