Filed June 27, 2014
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 | Custodial (other than securities); Di... | $86,886 |
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 | $71,847 | $61,058+17.7% | $71,209+0.9% | $85,563-16.0% |
| Participation rate | 82.5% | 58.6%+24.0pp | 73.8%+8.8pp | 66.0%+16.6pp |
| Annual return | 16.09% | 100.41%-84.3pp | 282.51%-266.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $2,453 | $2,199+11.6% | $2,721-9.8% | $2,654-7.5% |
| Participant deferral / active EE | $4,664 | $3,173+47.0% | $4,175+11.7% | $4,375+6.6% |
| Admin fee / account holder | $114 | $855-86.7% | $5,349-97.9% | $834-86.4% |