Filed December 15, 2005 (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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $80,760 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,744 |
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 | $29,061 | $46,292-37.2% | $143,757-79.8% | $64,808-55.2% |
| Participation rate | 45.0% | 64.2%-19.2pp | 80.3%-35.3pp | 71.5%-26.4pp |
| Annual return | -10.99% | -10.05%-0.9pp | -0.04%-10.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $700 | $1,910-63.3% | $4,951-85.9% | $2,506-72.0% |
| Participant deferral / active EE | $1,349 | $2,646-49.0% | $5,637-76.1% | $4,310-68.7% |
| Admin fee / account holder | $163 | $154+5.7% | $14,673-98.9% | $188-13.5% |