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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $78,297 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,171 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,202 | $47,126-29.5% | $149,673-77.8% | $74,419-55.4% |
| Participation rate | 41.2% | 63.4%-22.2pp | 78.8%-37.6pp | 70.7%-29.5pp |
| Annual return | 11.26% | 22.75%-11.5pp | 134.42%-123.2pp | 34.38%-23.1pp |
| Employer contribution / active EE | $576 | $1,905-69.8% | $4,818-88.0% | $2,637-78.2% |
| Participant deferral / active EE | $1,232 | $2,728-54.8% | $5,680-78.3% | $4,528-72.8% |
| Admin fee / account holder | $160 | $343-53.4% | $13,210-98.8% | $348-54.0% |