Filed June 7, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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+ years Service code 60 | Sub-TA Fees | $48,022 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $39,784 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,492 | $37,039+87.6% | $147,614-52.9% | $59,188+17.4% |
| Participation rate | 65.5% | 63.8%+1.8pp | 84.6%-19.1pp | 69.4%-3.9pp |
| Annual return | 0.10% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.4pp |
| Employer contribution / active EE | $978 | $1,353-27.7% | $5,564-82.4% | $2,098-53.4% |
| Participant deferral / active EE | $3,747 | $2,094+79.0% | $4,895-23.5% | $3,265+14.8% |
| Admin fee / account holder | $85 | $60+41.0% | $11,611-99.3% | $92-7.9% |