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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,192 |
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 | $122,369 | $82,202+48.9% | $125,339-2.4% | $64,808+88.8% |
| Participation rate | 95.4% | 77.9%+17.5pp | 82.4%+13.0pp | 71.5%+23.9pp |
| Annual return | -16.48% | 3.48%-20.0pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $5,953 | $3,615+64.6% | $4,814+23.7% | $2,506+137.6% |
| Participant deferral / active EE | $8,068 | $7,175+12.4% | $7,446+8.3% | $4,310+87.2% |
| Admin fee / account holder | $47 | $163-71.2% | $10,010-99.5% | $188-74.9% |