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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $54,337 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,260 | $82,882-8.0% | $127,761-40.3% | $72,985+4.5% |
| Participation rate | 39.5% | 71.5%-32.0pp | 79.0%-39.5pp | 69.5%-30.0pp |
| Annual return | 20.10% | 32.20%-12.1pp | 26.14%-6.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $2,555 | $3,346-23.7% | $4,574-44.1% | $2,440+4.7% |
| Participant deferral / active EE | $3,920 | $4,791-18.2% | $6,021-34.9% | $3,607+8.7% |
| Admin fee / account holder | $62 | $6,487-99.0% | $9,395-99.3% | $5,124-98.8% |