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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $176,963 |
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 | $35,501 | $79,519-55.4% | $95,952-63.0% | $73,409-51.6% |
| Participation rate | 94.7% | 81.2%+13.6pp | 77.1%+17.7pp | 72.2%+22.6pp |
| Annual return | 16.06% | 19.20%-3.1pp | 91.61%-75.6pp | 59.29%-43.2pp |
| Employer contribution / active EE | $992 | $2,048-51.5% | $2,541-61.0% | $2,234-55.6% |
| Participant deferral / active EE | $4,559 | $4,138+10.2% | $4,167+9.4% | $3,805+19.8% |
| Admin fee / account holder | $54 | $184-70.6% | $6,795-99.2% | $158-65.7% |