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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $91,134 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $32,162 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,612 | $53,136-46.2% | $155,509-81.6% | $199,593-85.7% |
| Participation rate | 42.9% | 64.1%-21.2pp | 78.2%-35.3pp | 72.0%-29.1pp |
| Annual return | 38.97% | 41.15%-2.2pp | 64.67%-25.7pp | 34.25%+4.7pp |
| Employer contribution / active EE | $516 | $1,851-72.1% | $4,672-89.0% | $3,034-83.0% |
| Participant deferral / active EE | $1,248 | $3,161-60.5% | $5,626-77.8% | $5,087-75.5% |
| Admin fee / account holder | $113 | $185-39.2% | $15,912-99.3% | $269-58.0% |