See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $13,539 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,700 | $65,376-22.4% | $87,100-41.8% | $65,185-22.2% |
| Participation rate | 86.8% | 75.3%+11.4pp | 76.9%+9.9pp | 70.2%+16.6pp |
| Annual return | 18.79% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,534 | $1,822-15.8% | $2,521-39.2% | $2,177-29.5% |
| Participant deferral / active EE | $2,628 | $3,388-22.4% | $4,049-35.1% | $3,514-25.2% |
| Admin fee / account holder | $181 | $520-65.3% | $7,497-97.6% | $847-78.7% |