Filed December 4, 2008 (most recent of 2 filings on file)
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+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,558 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,274 | $53,018+13.7% | $70,014-13.9% | $62,891-4.2% |
| Participation rate | 83.9% | 67.2%+16.7pp | 71.8%+12.1pp | 69.3%+14.6pp |
| Annual return | 9.33% | 13.35%-4.0pp | 12.99%-3.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $851 | $1,799-52.7% | $2,338-63.6% | $2,281-62.7% |
| Participant deferral / active EE | $2,912 | $2,395+21.6% | $2,931-0.6% | $3,203-9.1% |
| Admin fee / account holder | $30 | $3,690-99.2% | $4,380-99.3% | $4,296-99.3% |