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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,129 |
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 | $74,698 | $89,355-16.4% | $141,162-47.1% | $72,985+2.3% |
| Participation rate | 93.2% | 75.1%+18.0pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 21.63% | 111.85%-90.2pp | 71.39%-49.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $4,832 | $3,114+55.1% | $4,735+2.0% | $2,440+98.0% |
| Participant deferral / active EE | $13,741 | $5,418+153.6% | $6,709+104.8% | $3,607+280.9% |
| Admin fee / account holder | $12 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |