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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $41,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,787 | $43,504+23.6% | $68,793-21.8% | $56,287-4.4% |
| Participation rate | 55.3% | 67.8%-12.5pp | 72.2%-16.9pp | 69.9%-14.5pp |
| Annual return | -3.41% | -3.15%-0.3pp | -4.63%+1.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $632 | $1,525-58.6% | $2,625-75.9% | $2,111-70.1% |
| Participant deferral / active EE | $1,886 | $2,509-24.8% | $3,311-43.0% | $3,350-43.7% |
| Admin fee / account holder | $41 | $515-92.1% | $5,131-99.2% | $521-92.2% |