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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,912 |
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).
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 | $18,933 | $50,815-62.7% | $155,509-87.8% | $77,643-75.6% |
| Participation rate | 62.6% | 63.1%-0.5pp | 78.2%-15.6pp | 70.6%-8.0pp |
| Annual return | 12.32% | 34.80%-22.5pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,281 | $1,993-35.7% | $4,672-72.6% | $2,726-53.0% |
| Participant deferral / active EE | $2,391 | $2,822-15.3% | $5,626-57.5% | $4,647-48.5% |
| Admin fee / account holder | $106 | $437-75.6% | $15,912-99.3% | $430-75.3% |