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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $58,005 |
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 | $47,104 | $42,546+10.7% | $71,796-34.4% | $55,167-14.6% |
| Participation rate | 77.9% | 59.1%+18.8pp | 69.1%+8.8pp | 69.0%+8.9pp |
| Annual return | 9.20% | 12.36%-3.2pp | 78.04%-68.8pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,406 | $803+75.0% | $1,924-26.9% | $1,963-28.3% |
| Participant deferral / active EE | $1,879 | $2,064-9.0% | $2,794-32.8% | $3,054-38.5% |
| Admin fee / account holder | $18 | $650-97.2% | $4,815-99.6% | $504-96.4% |