Filed February 15, 2005
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 | Direct payment from the plan; Recordk... | $29,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,863 | $59,417+73.1% | $93,606+9.9% | $74,495+38.1% |
| Participation rate | 99.0% | 59.7%+39.4pp | 68.7%+30.3pp | 67.2%+31.8pp |
| Annual return | 18.97% | 81.83%-62.9pp | 133.20%-114.2pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $5,385 | $1,264+326.2% | $2,420+122.6% | $2,623+105.3% |
| Participant deferral / active EE | $6,531 | $3,050+114.1% | $4,411+48.1% | $4,346+50.3% |
| Admin fee / account holder | $54 | $3,021-98.2% | $8,285-99.3% | $1,942-97.2% |