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 | Recordkeeping and information managem... | $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 | $51,878+38.5% | $68,368+5.1% | $79,634-9.8% |
| Participation rate | 82.5% | 53.7%+28.8pp | 73.8%+8.8pp | 62.5%+20.0pp |
| Annual return | 16.09% | 137.43%-121.3pp | 292.57%-276.5pp | 36.46%-20.4pp |
| Employer contribution / active EE | $2,453 | $1,931+27.0% | $2,649-7.4% | $2,529-3.0% |
| Participant deferral / active EE | $4,664 | $2,577+80.9% | $4,123+13.1% | $3,835+21.6% |
| Admin fee / account holder | $114 | $942-87.9% | $5,150-97.8% | $1,002-88.6% |