Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $112,278 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,547 | $129,021-64.7% | $184,203-75.3% | $77,643-41.3% |
| Participation rate | 97.4% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 15.95% | 33.27%-17.3pp | 28.81%-12.9pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,100 | $4,413-29.8% | $6,427-51.8% | $2,726+13.7% |
| Participant deferral / active EE | $5,253 | $7,297-28.0% | $9,131-42.5% | $4,647+13.0% |
| Admin fee / account holder | $35 | $254-86.4% | $13,901-99.8% | $430-92.0% |