Filed March 1, 2023 (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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $56,532 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $101,280 | $74,089+36.7% | $133,980-24.4% | $55,167+83.6% |
| Participation rate | 90.1% | 84.3%+5.8pp | 87.1%+3.0pp | 69.0%+21.1pp |
| Annual return | 7.19% | 12.11%-4.9pp | 29.30%-22.1pp | 169.23%-162.0pp |
| Employer contribution / active EE | $2,984 | $3,064-2.6% | $5,211-42.7% | $1,963+52.0% |
| Participant deferral / active EE | $3,227 | $4,678-31.0% | $6,282-48.6% | $3,054+5.7% |
| Admin fee / account holder | $57 | $458-87.5% | $9,324-99.4% | $504-88.6% |