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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $40,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,838 | $44,873-9.0% | $79,464-48.6% | $56,287-27.4% |
| Participation rate | 33.1% | 68.7%-35.7pp | 73.3%-40.3pp | 69.9%-36.8pp |
| Annual return | -6.15% | 0.81%-7.0pp | 718.14%-724.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $675 | $2,140-68.5% | $2,800-75.9% | $2,111-68.0% |
| Participant deferral / active EE | $2,197 | $2,746-20.0% | $3,704-40.7% | $3,350-34.4% |
| Admin fee / account holder | $35 | $418-91.6% | $5,113-99.3% | $521-93.3% |