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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,837 | $121,341-41.6% | $189,513-62.6% | $79,386-10.8% |
| Participation rate | 84.0% | 86.1%-2.1pp | 87.8%-3.8pp | 70.7%+13.3pp |
| Annual return | 14.58% | 21.08%-6.5pp | 555.15%-540.6pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,900 | $3,915-51.5% | $6,162-69.2% | $2,427-21.7% |
| Participant deferral / active EE | $3,687 | $6,395-42.4% | $8,221-55.2% | $4,046-8.9% |
| Admin fee / account holder | $12 | $651-98.2% | $12,045-99.9% | $626-98.1% |