Filed June 24, 2019 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,563 |
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 | $85,786 | $129,021-33.5% | $184,203-53.4% | $77,643+10.5% |
| Participation rate | 99.7% | 87.3%+12.4pp | 86.8%+12.9pp | 70.6%+29.1pp |
| Annual return | 15.79% | 33.27%-17.5pp | 28.81%-13.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,585 | $4,413+26.6% | $6,427-13.1% | $2,726+104.9% |
| Participant deferral / active EE | $5,995 | $7,297-17.9% | $9,131-34.4% | $4,647+29.0% |
| Admin fee / account holder | $11 | $254-95.5% | $13,901-99.9% | $430-97.4% |