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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $36,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,841 | $54,590+6.0% | $81,930-29.4% | $73,488-21.3% |
| Participation rate | 47.1% | 68.3%-21.2pp | 72.0%-24.9pp | 70.7%-23.6pp |
| Annual return | 12.29% | 17.74%-5.4pp | 29.49%-17.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $506 | $1,636-69.1% | $4,310-88.3% | $2,270-77.7% |
| Participant deferral / active EE | $1,658 | $2,759-39.9% | $7,107-76.7% | $3,740-55.7% |
| Admin fee / account holder | $21 | $592-96.4% | $5,158-99.6% | $513-95.9% |