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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,208 | $65,561+193.2% | $91,541+110.0% | $74,304+158.7% |
| Participation rate | 99.3% | 56.6%+42.7pp | 69.8%+29.5pp | 60.3%+38.9pp |
| Annual return | 13.54% | 17.68%-4.1pp | 20.50%-7.0pp | 29.43%-15.9pp |
| Employer contribution / active EE | $7,485 | $1,717+335.9% | $2,505+198.8% | $2,241+234.0% |
| Participant deferral / active EE | $9,785 | $2,918+235.3% | $4,008+144.1% | $3,767+159.7% |
| Admin fee / account holder | $10 | $3,333-99.7% | $6,956-99.9% | $2,969-99.7% |