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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $17,186 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $11,072 |
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 | $17,747 | $44,873-60.4% | $79,464-77.7% | $56,287-68.5% |
| Participation rate | 82.6% | 68.7%+13.8pp | 73.3%+9.2pp | 69.9%+12.7pp |
| Annual return | -5.87% | 0.81%-6.7pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,280 | $2,140-40.2% | $2,800-54.3% | $2,111-39.4% |
| Participant deferral / active EE | $2,008 | $2,746-26.9% | $3,704-45.8% | $3,350-40.1% |
| Admin fee / account holder | $219 | $418-47.6% | $5,113-95.7% | $521-57.9% |