Filed March 25, 1993
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 GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $61,582 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,968 | $79,519+67.2% | $95,952+38.6% | $73,409+81.1% |
| Participation rate | 95.5% | 81.2%+14.3pp | 77.1%+18.4pp | 72.2%+23.3pp |
| Annual return | 18.63% | 19.20%-0.6pp | 91.61%-73.0pp | 59.29%-40.7pp |
| Employer contribution / active EE | $3,383 | $2,048+65.2% | $2,541+33.1% | $2,234+51.5% |
| Participant deferral / active EE | $5,907 | $4,138+42.7% | $4,167+41.8% | $3,805+55.2% |
| Admin fee / account holder | $175 | $184-5.0% | $6,795-97.4% | $158+10.9% |