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 | Recordkeeping and information managem... | $45,212 |
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 | $64,813 | $64,909-0.1% | $82,313-21.3% | $62,292+4.0% |
| Participation rate | 86.0% | 74.9%+11.1pp | 76.9%+9.1pp | 69.5%+16.4pp |
| Annual return | 17.87% | 21.18%-3.3pp | 25.88%-8.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,656 | $1,676-1.2% | $2,428-31.8% | $2,042-18.9% |
| Participant deferral / active EE | $3,379 | $3,103+8.9% | $3,706-8.8% | $3,169+6.6% |
| Admin fee / account holder | $34 | $440-92.2% | $5,608-99.4% | $479-92.8% |