Filed May 18, 2006 (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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $124,630 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,830 | $129,021-45.9% | $184,203-62.1% | $77,643-10.1% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 15.98% | 33.27%-17.3pp | 28.81%-12.8pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,625 | $4,413-40.5% | $6,427-59.2% | $2,726-3.7% |
| Participant deferral / active EE | $5,335 | $7,297-26.9% | $9,131-41.6% | $4,647+14.8% |
| Admin fee / account holder | $30 | $254-88.2% | $13,901-99.8% | $430-93.0% |