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 7-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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $41,951 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,926 | $94,625-66.3% | $116,228-72.5% | $84,808-62.4% |
| Participation rate | 92.4% | 70.4%+22.0pp | 74.6%+17.9pp | 68.3%+24.1pp |
| Annual return | 18.76% | 20.40%-1.6pp | 90.06%-71.3pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,663 | $2,347+56.1% | $2,994+22.3% | $2,631+39.2% |
| Participant deferral / active EE | $5,854 | $3,972+47.4% | $4,953+18.2% | $4,212+39.0% |
| Admin fee / account holder | $101 | $10,091-99.0% | $11,989-99.2% | $7,344-98.6% |