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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $10,247 |
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).
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 | $35,007 | $46,173-24.2% | $170,442-79.5% | $69,631-49.7% |
| Participation rate | 32.5% | 63.9%-31.4pp | 83.6%-51.1pp | 70.7%-38.2pp |
| Annual return | 18.05% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $712 | $1,610-55.8% | $5,433-86.9% | $2,032-65.0% |
| Participant deferral / active EE | $2,277 | $2,080+9.4% | $4,939-53.9% | $3,224-29.4% |
| Admin fee / account holder | $90 | $116-22.2% | $13,880-99.4% | $110-18.3% |