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 | Custodial (other than securities); Re... | $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 | $131,799+29.0% | $200,582-15.3% | $85,563+98.7% |
| Participation rate | 89.9% | 87.9%+1.9pp | 86.9%+3.0pp | 66.0%+23.9pp |
| Annual return | 10.21% | 21.59%-11.4pp | 42.33%-32.1pp | 31.51%-21.3pp |
| Employer contribution / active EE | $8,899 | $4,532+96.4% | $6,419+38.6% | $2,654+235.4% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $5 | $235-97.9% | $16,305-100.0% | $834-99.4% |