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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $66,247 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,063 | $99,078+21.2% | $96,544+24.4% | $74,419+61.3% |
| Participation rate | 89.9% | 80.7%+9.2pp | 76.0%+13.9pp | 70.7%+19.2pp |
| Annual return | 17.23% | 22.48%-5.3pp | 25.84%-8.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $3,811 | $2,570+48.3% | $2,965+28.5% | $2,637+44.5% |
| Participant deferral / active EE | $6,877 | $4,933+39.4% | $4,851+41.8% | $4,528+51.9% |
| Admin fee / account holder | $162 | $225-28.1% | $8,252-98.0% | $348-53.5% |