Filed January 29, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,739 | $43,999-32.4% | $79,464-62.6% | $55,725-46.6% |
| Participation rate | 38.0% | 66.9%-28.9pp | 73.3%-35.3pp | 70.9%-32.8pp |
| Annual return | -4.28% | 1.81%-6.1pp | 718.14%-722.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $769 | $1,830-58.0% | $2,800-72.5% | $2,078-63.0% |
| Participant deferral / active EE | $1,373 | $2,538-45.9% | $3,704-62.9% | $3,356-59.1% |
| Admin fee / account holder | $14 | $118-88.4% | $5,113-99.7% | $115-88.2% |