Filed March 27, 2006
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 | Recordkeeping and information managem... | $27,418 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,919 | $46,173-91.5% | $170,442-97.7% | $69,631-94.4% |
| Participation rate | 91.1% | 63.9%+27.2pp | 83.6%+7.5pp | 70.7%+20.4pp |
| Annual return | 17.84% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $256 | $1,610-84.1% | $5,433-95.3% | $2,032-87.4% |
| Participant deferral / active EE | $756 | $2,080-63.7% | $4,939-84.7% | $3,224-76.6% |
| Admin fee / account holder | $64 | $116-45.2% | $13,880-99.5% | $110-42.5% |