Filed January 23, 2006
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 | Recordkeeping and information managem... | $30,408 |
Participant contribution per participant 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 | $47,996 | $70,667-32.1% | $123,104-61.0% | $52,331-8.3% |
| Participation rate | 75.4% | 83.7%-8.3pp | 86.8%-11.3pp | 68.1%+7.3pp |
| Annual return | -0.60% | 6.23%-6.8pp | 13.22%-13.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,051 | $2,946-30.4% | $5,151-60.2% | $1,882+9.0% |
| Participant deferral / active EE | $1,971 | $4,493-56.1% | $6,230-68.4% | $3,022-34.8% |
| Admin fee / account holder | $30 | $506-94.0% | $9,015-99.7% | $592-94.9% |