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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,929 |
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 | $62,862 | $102,553-38.7% | $151,611-58.5% | $66,914-6.1% |
| Participation rate | 81.1% | 85.5%-4.4pp | 87.5%-6.4pp | 69.8%+11.3pp |
| Annual return | -16.39% | -10.82%-5.6pp | 3.33%-19.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,842 | $4,180-55.9% | $6,166-70.1% | $2,544-27.6% |
| Participant deferral / active EE | $3,549 | $6,641-46.6% | $8,363-57.6% | $4,237-16.2% |
| Admin fee / account holder | $19 | $630-97.0% | $11,616-99.8% | $593-96.9% |