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 GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $23,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $178,756 | $99,957+78.8% | $149,696+19.4% | $73,488+143.2% |
| Participation rate | 77.5% | 75.7%+1.7pp | 82.5%-5.0pp | 70.7%+6.8pp |
| Annual return | 21.54% | 53.87%-32.3pp | 276.60%-255.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $2,535 | $3,191-20.5% | $4,644-45.4% | $2,270+11.7% |
| Participant deferral / active EE | $8,482 | $6,073+39.7% | $6,842+24.0% | $3,740+126.8% |
| Admin fee / account holder | $44 | $551-92.1% | $9,309-99.5% | $513-91.5% |