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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,171 | $77,813-29.1% | $123,544-55.3% | $64,186-14.0% |
| Participation rate | 29.2% | 74.7%-45.5pp | 82.3%-53.1pp | 69.6%-40.4pp |
| Annual return | -4.24% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $607 | $3,014-79.9% | $4,628-86.9% | $2,381-74.5% |
| Participant deferral / active EE | $2,464 | $5,240-53.0% | $6,426-61.7% | $3,470-29.0% |
| Admin fee / account holder | $29 | $5,519-99.5% | $9,284-99.7% | $4,888-99.4% |