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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $109,963 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $46,895 |
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.
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 | $32,406 | $57,610-43.7% | $154,803-79.1% | $102,872-68.5% |
| Participation rate | 44.8% | 59.5%-14.7pp | 78.1%-33.3pp | 73.0%-28.3pp |
| Annual return | 12.58% | 30.49%-17.9pp | 58.88%-46.3pp | 19.06%-6.5pp |
| Employer contribution / active EE | $755 | $1,883-59.9% | $4,305-82.5% | $3,526-78.6% |
| Participant deferral / active EE | $1,612 | $2,914-44.7% | $5,540-70.9% | $5,535-70.9% |
| Admin fee / account holder | $146 | $368-60.3% | $14,329-99.0% | $292-50.0% |