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 GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $76,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,369 | $73,360+70.9% | $177,989-29.6% | $74,495+68.3% |
| Participation rate | 95.5% | 66.6%+28.9pp | 77.1%+18.4pp | 67.2%+28.3pp |
| Annual return | 14.46% | 17.49%-3.0pp | 294.48%-280.0pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,323 | $2,216+4.8% | $3,949-41.2% | $2,623-11.4% |
| Participant deferral / active EE | $11,961 | $4,513+165.0% | $6,276+90.6% | $4,346+175.2% |
| Admin fee / account holder | $198 | $1,808-89.0% | $10,363-98.1% | $1,942-89.8% |