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 | Custodial (other than securities); Cl... | $20,322 |
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 | $43,437 | $85,298-49.1% | $90,160-51.8% | - |
| Participation rate | 70.7% | 70.9%-0.2pp | 76.9%-6.2pp | - |
| Annual return | 18.69% | 7.88%+10.8pp | 34.88%-16.2pp | - |
| Employer contribution / active EE | $1,776 | $1,460+21.6% | $3,318-46.5% | - |
| Participant deferral / active EE | $4,228 | $4,522-6.5% | $5,288-20.0% | - |
| Admin fee / account holder | $144 | $1,320-89.1% | $5,943-97.6% | - |