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+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,446 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,664 | $70,667-75.0% | $123,104-85.7% | $52,331-66.2% |
| Participation rate | 93.5% | 83.7%+9.8pp | 86.8%+6.7pp | 68.1%+25.4pp |
| Annual return | 0.97% | 6.23%-5.3pp | 13.22%-12.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $1,607 | $2,946-45.5% | $5,151-68.8% | $1,882-14.6% |
| Participant deferral / active EE | $2,245 | $4,493-50.0% | $6,230-64.0% | $3,022-25.7% |
| Admin fee / account holder | $55 | $506-89.2% | $9,015-99.4% | $592-90.7% |