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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,887 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $131,153 | $57,354+128.7% | $83,848+56.4% | $64,186+104.3% |
| Participation rate | 72.8% | 68.6%+4.2pp | 76.1%-3.3pp | 69.6%+3.3pp |
| Annual return | 10.15% | 11.38%-1.2pp | 850.88%-840.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,075 | $2,545-57.8% | $3,631-70.4% | $2,381-54.9% |
| Participant deferral / active EE | $3,686 | $2,993+23.2% | $4,082-9.7% | $3,470+6.2% |
| Admin fee / account holder | $106 | $4,046-97.4% | $5,478-98.1% | $4,888-97.8% |