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 GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $69,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,208 | $72,254+47.0% | $86,677+22.5% | $64,808+63.9% |
| Participation rate | 90.1% | 80.4%+9.7pp | 76.6%+13.5pp | 71.5%+18.6pp |
| Annual return | -17.05% | 392.42%-409.5pp | 35.91%-53.0pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,810 | $2,393+59.2% | $2,836+34.3% | $2,506+52.1% |
| Participant deferral / active EE | $6,787 | $4,658+45.7% | $4,656+45.8% | $4,310+57.5% |
| Admin fee / account holder | $156 | $174-10.2% | $7,493-97.9% | $188-16.8% |