Filed October 13, 2020
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $26,334 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,442 | $73,102+67.5% | $123,544-0.9% | $56,287+117.5% |
| Participation rate | 78.8% | 74.3%+4.5pp | 82.3%-3.4pp | 69.9%+9.0pp |
| Annual return | -2.03% | 3.01%-5.0pp | 119.20%-121.2pp | -9.96%+7.9pp |
| Employer contribution / active EE | $1,467 | $2,977-50.7% | $4,628-68.3% | $2,111-30.5% |
| Participant deferral / active EE | $8,235 | $5,423+51.9% | $6,426+28.2% | $3,350+145.8% |
| Admin fee / account holder | $43 | $554-92.3% | $9,284-99.5% | $521-91.8% |