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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,696 | $40,174+28.7% | $84,015-38.5% | $67,579-23.5% |
| Participation rate | 40.2% | 62.7%-22.5pp | 69.0%-28.8pp | 71.3%-31.1pp |
| Annual return | 23.74% | 25.82%-2.1pp | 71.31%-47.6pp | 378.56%-354.8pp |
| Employer contribution / active EE | $576 | $808-28.7% | $1,983-71.0% | $2,148-73.2% |
| Participant deferral / active EE | $925 | $2,301-59.8% | $3,239-71.4% | $3,539-73.9% |
| Admin fee / account holder | $13 | $128-90.0% | $6,101-99.8% | $142-90.9% |