Filed January 30, 2023 (most recent of 7 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 GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,897 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,977 | $51,895+23.3% | $93,063-31.3% | $79,634-19.7% |
| Participation rate | 95.4% | 52.6%+42.8pp | 72.1%+23.3pp | 62.5%+32.9pp |
| Annual return | 12.68% | 18.14%-5.5pp | 34.15%-21.5pp | 36.46%-23.8pp |
| Employer contribution / active EE | $2,111 | $1,561+35.2% | $2,476-14.8% | $2,529-16.6% |
| Participant deferral / active EE | $5,777 | $2,964+94.9% | $3,958+45.9% | $3,835+50.7% |
| Admin fee / account holder | $15 | $657-97.7% | $6,033-99.8% | $1,002-98.5% |