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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.
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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 | Custodial (other than securities); Di... | $33,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,683 | $49,138+43.8% | $84,015-15.9% | $65,185+8.4% |
| Participation rate | 50.0% | 60.7%-10.7pp | 69.0%-19.0pp | 70.2%-20.2pp |
| Annual return | 23.53% | 23.00%+0.5pp | 71.31%-47.8pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1 | $914-99.9% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,661 | $2,397+11.0% | $3,239-17.8% | $3,514-24.3% |
| Admin fee / account holder | $10 | $543-98.1% | $6,101-99.8% | $847-98.8% |