Filed August 26, 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 GROUP11+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $237,187 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $97,143 |
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.
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 | $149,797 | $115,444+29.8% | $65,493+128.7% | $102,872+45.6% |
| Participation rate | 32.0% | 71.2%-39.2pp | 73.1%-41.1pp | 73.0%-41.0pp |
| Annual return | 13.75% | 15.94%-2.2pp | 982.45%-968.7pp | 19.06%-5.3pp |
| Employer contribution / active EE | $1,123 | $3,409-67.1% | $2,574-56.4% | $3,526-68.2% |
| Participant deferral / active EE | $1,469 | $4,118-64.3% | $3,961-62.9% | $5,535-73.5% |
| Admin fee / account holder | $269 | $123+118.6% | $5,028-94.6% | $292-7.9% |