Filed May 18, 2018 (most recent of 3 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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $47,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,512 | $52,293-45.5% | $178,490-84.0% | $73,409-61.2% |
| Participation rate | 84.3% | 65.3%+18.9pp | 81.9%+2.3pp | 72.2%+12.1pp |
| Annual return | 15.79% | 34.75%-19.0pp | 151.07%-135.3pp | 59.29%-43.5pp |
| Employer contribution / active EE | $784 | $1,735-54.8% | $5,011-84.4% | $2,234-64.9% |
| Participant deferral / active EE | $1,841 | $2,332-21.1% | $5,202-64.6% | $3,805-51.6% |
| Admin fee / account holder | $55 | $127-56.8% | $13,984-99.6% | $158-65.1% |