Filed April 8, 2006
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,292 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,922 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $9,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,667 | $88,890-36.3% | $102,423-44.7% | $77,643-27.0% |
| Participation rate | 87.5% | 80.9%+6.5pp | 76.5%+11.0pp | 70.6%+16.9pp |
| Annual return | 17.75% | 24.98%-7.2pp | 29.32%-11.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $545 | $2,698-79.8% | $3,023-82.0% | $2,726-80.0% |
| Participant deferral / active EE | $4,491 | $5,145-12.7% | $5,053-11.1% | $4,647-3.4% |
| Admin fee / account holder | $182 | $235-22.8% | $9,451-98.1% | $430-57.8% |