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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,027 |
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 | $51,507 | $52,670-2.2% | $90,404-43.0% | $73,409-29.8% |
| Participation rate | 45.3% | 67.7%-22.4pp | 72.7%-27.4pp | 72.2%-26.9pp |
| Annual return | 24.68% | 20.70%+4.0pp | 1293.02%-1268.3pp | 59.29%-34.6pp |
| Employer contribution / active EE | $896 | $1,872-52.1% | $3,262-72.5% | $2,234-59.9% |
| Participant deferral / active EE | $2,352 | $2,807-16.2% | $3,963-40.6% | $3,805-38.2% |
| Admin fee / account holder | $18 | $117-84.2% | $5,611-99.7% | $158-88.3% |