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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $65,558 |
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 | $49,304 | $65,223-24.4% | $80,019-38.4% | $55,725-11.5% |
| Participation rate | 90.6% | 80.6%+10.0pp | 75.8%+14.8pp | 70.9%+19.7pp |
| Annual return | -3.39% | 7.59%-11.0pp | 11.22%-14.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,514 | $2,544-40.5% | $2,468-38.7% | $2,078-27.2% |
| Participant deferral / active EE | $2,927 | $3,881-24.6% | $3,686-20.6% | $3,356-12.8% |
| Admin fee / account holder | $29 | $114-74.3% | $6,521-99.5% | $115-74.5% |