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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,441 |
Participant contribution per participant 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 | $41,266 | $79,523-48.1% | $140,016-70.5% | $56,287-26.7% |
| Participation rate | 92.4% | 85.7%+6.7pp | 87.5%+4.9pp | 69.9%+22.6pp |
| Annual return | 2.00% | 2.39%-0.4pp | 651.12%-649.1pp | -9.96%+12.0pp |
| Employer contribution / active EE | $1,730 | $3,350-48.3% | $5,606-69.1% | $2,111-18.0% |
| Participant deferral / active EE | $2,609 | $5,129-49.1% | $6,927-62.3% | $3,350-22.1% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.5% |