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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $43,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,426 | $50,385+29.9% | $75,670-13.5% | $62,292+5.0% |
| Participation rate | 73.5% | 67.7%+5.8pp | 72.3%+1.2pp | 69.5%+4.0pp |
| Annual return | 11.90% | 19.90%-8.0pp | 27.34%-15.4pp | 28.90%-17.0pp |
| Employer contribution / active EE | $791 | $1,537-48.6% | $2,352-66.4% | $2,042-61.3% |
| Participant deferral / active EE | $2,654 | $2,445+8.5% | $3,142-15.5% | $3,169-16.3% |
| Admin fee / account holder | $27 | $384-93.0% | $5,800-99.5% | $479-94.4% |