Filed February 11, 2011
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 | Claims processing; Custodial (other t... | $15,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,837 | $82,978-14.6% | $129,995-45.5% | $71,457-0.9% |
| Participation rate | 48.6% | 74.1%-25.5pp | 78.5%-29.9pp | 67.9%-19.3pp |
| Annual return | 16.48% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,772 | $2,622-32.4% | $4,320-59.0% | $2,588-31.5% |
| Participant deferral / active EE | $3,441 | $4,432-22.3% | $5,820-40.9% | $4,289-19.8% |
| Admin fee / account holder | $515 | $1,729-70.2% | $10,614-95.1% | $1,587-67.5% |