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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $29,246 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,282 | $95,274+49.3% | $135,903+4.7% | $74,419+91.2% |
| Participation rate | 94.1% | 78.2%+15.9pp | 81.9%+12.2pp | 70.7%+23.4pp |
| Annual return | 18.79% | 32.77%-14.0pp | 68.23%-49.4pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,358 | $3,874+38.3% | $4,856+10.3% | $2,637+103.2% |
| Participant deferral / active EE | $8,638 | $7,782+11.0% | $7,758+11.4% | $4,528+90.8% |
| Admin fee / account holder | $47 | $266-82.5% | $10,762-99.6% | $348-86.6% |