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 | Claims processing; Custodial (securit... | $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 | $109,659+36.6% | $62,929+138.0% | $103,975+44.1% |
| Participation rate | 32.0% | 71.6%-39.6pp | 73.1%-41.1pp | 72.5%-40.5pp |
| Annual return | 13.75% | 15.88%-2.1pp | 1063.93%-1050.2pp | 19.41%-5.7pp |
| Employer contribution / active EE | $1,123 | $3,440-67.4% | $2,505-55.2% | $3,722-69.8% |
| Participant deferral / active EE | $1,469 | $4,009-63.3% | $3,888-62.2% | $5,343-72.5% |
| Admin fee / account holder | $269 | $130+106.2% | $5,065-94.7% | $332-19.1% |