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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,816 |
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 | $42,052 | $52,953-20.6% | $172,739-75.7% | $65,185-35.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 82.6%+11.5pp | 70.2%+24.0pp |
| Annual return | 21.81% | 30.12%-8.3pp | 802.84%-781.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,170 | $2,190-46.6% | $5,143-77.3% | $2,177-46.3% |
| Participant deferral / active EE | $3,371 | $2,471+36.4% | $5,198-35.1% | $3,514-4.1% |
| Admin fee / account holder | $162 | $472-65.6% | $13,954-98.8% | $847-80.9% |