Filed January 6, 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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $62,266 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,929 | $74,089+40.3% | $133,980-22.4% | $55,167+88.4% |
| Participation rate | 96.2% | 84.3%+11.9pp | 87.1%+9.1pp | 69.0%+27.2pp |
| Annual return | 7.69% | 12.11%-4.4pp | 29.30%-21.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,110 | $3,064-63.8% | $5,211-78.7% | $1,963-43.5% |
| Participant deferral / active EE | $5,710 | $4,678+22.1% | $6,282-9.1% | $3,054+86.9% |
| Admin fee / account holder | $252 | $458-45.0% | $9,324-97.3% | $504-50.0% |