Filed March 12, 2009
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $71,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,974 | $110,094+26.2% | $151,611-8.3% | $68,494+102.9% |
| Participation rate | 98.9% | 84.0%+15.0pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | -16.77% | -10.12%-6.7pp | 3.33%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $6,111 | $4,471+36.7% | $6,166-0.9% | $2,596+135.4% |
| Participant deferral / active EE | $6,608 | $6,527+1.2% | $8,363-21.0% | $4,027+64.1% |
| Admin fee / account holder | $58 | $7,719-99.3% | $11,616-99.5% | $5,403-98.9% |