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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,146 |
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 | $64,945 | $42,548+52.6% | $74,550-12.9% | $56,287+15.4% |
| Participation rate | 74.5% | 60.5%+14.1pp | 69.1%+5.4pp | 69.9%+4.7pp |
| Annual return | 11.12% | 12.40%-1.3pp | 32.53%-21.4pp | -9.96%+21.1pp |
| Employer contribution / active EE | $1,218 | $855+42.5% | $1,961-37.9% | $2,111-42.3% |
| Participant deferral / active EE | $2,059 | $2,277-9.6% | $3,108-33.8% | $3,350-38.5% |
| Admin fee / account holder | $13 | $467-97.2% | $5,060-99.7% | $521-97.4% |