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 | Direct payment from the plan; Custodi... | $52,392 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,276 | $56,629-58.9% | $77,999-70.2% | $55,167-57.8% |
| Participation rate | 96.6% | 73.3%+23.3pp | 75.5%+21.1pp | 69.0%+27.7pp |
| Annual return | 5.82% | 2866.98%-2861.2pp | 425.96%-420.1pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,012 | $1,723-41.3% | $2,470-59.0% | $1,963-48.5% |
| Participant deferral / active EE | $2,625 | $2,777-5.5% | $3,497-24.9% | $3,054-14.1% |
| Admin fee / account holder | $93 | $467-80.1% | $5,480-98.3% | $504-81.6% |