Filed July 18, 2022 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,326 | $43,423+15.9% | $78,689-36.0% | $55,167-8.8% |
| Participation rate | 23.6% | 68.0%-44.4pp | 73.6%-50.0pp | 69.0%-45.4pp |
| Annual return | 6.59% | 11.53%-4.9pp | 62.18%-55.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $464 | $1,997-76.8% | $2,851-83.7% | $1,963-76.4% |
| Participant deferral / active EE | $1,057 | $2,509-57.9% | $3,517-69.9% | $3,054-65.4% |
| Admin fee / account holder | $30 | $416-92.7% | $4,510-99.3% | $504-94.0% |