Filed March 2, 2020 (most recent of 6 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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,583 | $129,021-40.6% | $184,203-58.4% | $77,643-1.4% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.3pp |
| Annual return | 15.88% | 33.27%-17.4pp | 28.81%-12.9pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,514 | $4,413-20.4% | $6,427-45.3% | $2,726+28.9% |
| Participant deferral / active EE | $6,066 | $7,297-16.9% | $9,131-33.6% | $4,647+30.5% |
| Admin fee / account holder | $47 | $254-81.3% | $13,901-99.7% | $430-89.0% |