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 GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $33,006 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,388 | $80,724-56.2% | $103,333-65.8% | $74,495-52.5% |
| Participation rate | 82.4% | 65.7%+16.7pp | 74.5%+7.9pp | 67.2%+15.2pp |
| Annual return | 12.20% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $840 | $3,157-73.4% | $3,868-78.3% | $2,623-68.0% |
| Participant deferral / active EE | $5,801 | $3,860+50.3% | $5,057+14.7% | $4,346+33.5% |
| Admin fee / account holder | $199 | $2,368-91.6% | $8,355-97.6% | $1,942-89.8% |