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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $21,599 |
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 | $156,256 | $89,652+74.3% | $141,162+10.7% | $65,185+139.7% |
| Participation rate | 74.8% | 74.7%0pp | 82.5%-7.7pp | 70.2%+4.6pp |
| Annual return | 24.86% | 32.79%-7.9pp | 71.39%-46.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,458 | $3,065-52.4% | $4,735-69.2% | $2,177-33.0% |
| Participant deferral / active EE | $8,726 | $5,691+53.3% | $6,709+30.1% | $3,514+148.3% |
| Admin fee / account holder | $50 | $569-91.2% | $10,261-99.5% | $847-94.1% |