Filed December 10, 2005
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 | Direct payment from the plan; Claims ... | $41,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,483 | $63,905-53.9% | $74,183-60.3% | $57,658-48.9% |
| Participation rate | 56.4% | 79.8%-23.3pp | 76.6%-20.2pp | 70.2%-13.8pp |
| Annual return | 7.52% | 60.60%-53.1pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $941 | $1,840-48.9% | $2,370-60.3% | $1,974-52.3% |
| Participant deferral / active EE | $1,491 | $3,448-56.8% | $3,550-58.0% | $3,061-51.3% |
| Admin fee / account holder | $53 | $91-41.6% | $5,586-99.0% | $95-43.8% |