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 | Direct payment from the plan; Claims ... | $34,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,936 | $63,346-52.7% | $92,233-67.5% | $70,131-57.3% |
| Participation rate | 62.0% | 68.7%-6.7pp | 76.5%-14.5pp | 69.5%-7.6pp |
| Annual return | 13.06% | 530.12%-517.1pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $24 | $2,471-99.0% | $3,679-99.4% | $2,342-99.0% |
| Participant deferral / active EE | $1,860 | $2,854-34.8% | $3,897-52.3% | $3,332-44.2% |
| Admin fee / account holder | $84 | $3,840-97.8% | $5,194-98.4% | $4,645-98.2% |