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 GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,497 | $50,666+9.5% | $76,817-27.8% | $65,185-14.9% |
| Participation rate | 49.7% | 68.8%-19.1pp | 72.1%-22.4pp | 70.2%-20.5pp |
| Annual return | 15.91% | 28.51%-12.6pp | 1166.11%-1150.2pp | 29.38%-13.5pp |
| Employer contribution / active EE | $514 | $1,575-67.3% | $2,302-77.7% | $2,177-76.4% |
| Participant deferral / active EE | $1,729 | $2,647-34.7% | $3,336-48.2% | $3,514-50.8% |
| Admin fee / account holder | $26 | $463-94.5% | $6,420-99.6% | $847-97.0% |