See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $18,360 |
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 | $62,292 | $61,156+1.9% | $185,823-66.5% | $79,386-21.5% |
| Participation rate | 67.7% | 66.6%+1.1pp | 81.7%-14.0pp | 70.7%-3.0pp |
| Annual return | 33.27% | 19.45%+13.8pp | 122.05%-88.8pp | 116.85%-83.6pp |
| Employer contribution / active EE | $4,000 | $2,321+72.4% | $5,167-22.6% | $2,427+64.8% |
| Participant deferral / active EE | $2,967 | $2,789+6.4% | $5,568-46.7% | $4,046-26.7% |
| Admin fee / account holder | $20 | $710-97.2% | $16,237-99.9% | $626-96.9% |