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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $44,985 |
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 | $45,378 | $54,237-16.3% | $90,281-49.7% | $67,579-32.9% |
| Participation rate | 33.7% | 68.6%-34.9pp | 73.3%-39.6pp | 71.3%-37.6pp |
| Annual return | 25.43% | 37.27%-11.8pp | 78.10%-52.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $658 | $1,846-64.3% | $2,854-76.9% | $2,148-69.4% |
| Participant deferral / active EE | $1,789 | $2,625-31.9% | $3,885-54.0% | $3,539-49.5% |
| Admin fee / account holder | $45 | $123-63.6% | $5,351-99.2% | $142-68.4% |