Filed March 6, 2009
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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $62,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,650 | $50,127-60.8% | $149,673-86.9% | $80,160-75.5% |
| Participation rate | 37.2% | 64.3%-27.0pp | 78.8%-41.5pp | 72.9%-35.7pp |
| Annual return | 18.16% | 29.82%-11.7pp | 134.42%-116.3pp | 40.38%-22.2pp |
| Employer contribution / active EE | $337 | $1,865-81.9% | $4,818-93.0% | $2,978-88.7% |
| Participant deferral / active EE | $733 | $3,194-77.0% | $5,680-87.1% | $5,017-85.4% |
| Admin fee / account holder | $59 | $153-61.3% | $13,210-99.6% | $145-59.2% |