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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,208 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,069 | $58,879-64.2% | $178,490-88.2% | $73,488-71.3% |
| Participation rate | 60.4% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.2pp |
| Annual return | 13.78% | 24.86%-11.1pp | 151.07%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $774 | $2,236-65.4% | $5,011-84.6% | $2,270-65.9% |
| Participant deferral / active EE | $810 | $2,567-68.4% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |