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 | Custodial (securities); Sub-transfer ... | $43,603 |
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 | $35,640 | $69,305-48.6% | $82,313-56.7% | $69,631-48.8% |
| Participation rate | 77.9% | 80.3%-2.4pp | 76.9%+1.0pp | 70.7%+7.2pp |
| Annual return | 19.59% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $835 | $1,887-55.8% | $2,428-65.6% | $2,032-58.9% |
| Participant deferral / active EE | $2,484 | $3,568-30.4% | $3,706-33.0% | $3,224-22.9% |
| Admin fee / account holder | $80 | $97-17.8% | $5,608-98.6% | $110-27.7% |