Filed October 23, 2014
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 GROUP2 years Service code 12 · EIN 93-1253579 | Direct payment from the plan; Claims ... | $80,958 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,976 | $130,224+30.5% | $197,124-13.8% | $79,634+113.4% |
| Participation rate | 89.9% | 87.8%+2.0pp | 86.7%+3.1pp | 62.5%+27.4pp |
| Annual return | 10.21% | 23.65%-13.4pp | 44.34%-34.1pp | 36.46%-26.3pp |
| Employer contribution / active EE | $8,899 | $4,314+106.3% | $6,227+42.9% | $2,529+251.9% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $5 | $254-98.1% | $16,298-100.0% | $1,002-99.5% |