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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $63,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,158 | $47,722-20.0% | $82,719-53.9% | $64,808-41.1% |
| Participation rate | 49.3% | 67.6%-18.3pp | 72.6%-23.2pp | 71.5%-22.1pp |
| Annual return | -21.45% | -13.05%-8.4pp | 701.18%-722.6pp | 32.82%-54.3pp |
| Employer contribution / active EE | $955 | $2,179-56.2% | $3,009-68.3% | $2,506-61.9% |
| Participant deferral / active EE | $2,114 | $3,329-36.5% | $4,395-51.9% | $4,310-50.9% |
| Admin fee / account holder | $21 | $143-85.2% | $5,329-99.6% | $188-88.7% |