Filed December 20, 1 (most recent of 2 filings on file)
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (securities); S... | $60,382 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,432 | $74,024-77.8% | $77,999-78.9% | $57,658-71.5% |
| Participation rate | 86.1% | 79.7%+6.4pp | 75.5%+10.6pp | 70.2%+15.9pp |
| Annual return | 8.27% | 12.14%-3.9pp | 425.96%-417.7pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,025 | $2,365-14.4% | $2,470-18.0% | $1,974+2.6% |
| Participant deferral / active EE | $2,011 | $3,533-43.1% | $3,497-42.5% | $3,061-34.3% |
| Admin fee / account holder | $47 | $93-49.9% | $5,480-99.1% | $95-50.6% |