Filed September 21, 1992
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 | Recordkeeping and information managem... | $48,686 |
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 | $191,611 | $66,098+189.9% | $101,794+88.2% | $74,304+157.9% |
| Participation rate | 91.7% | 53.8%+38.0pp | 69.2%+22.5pp | 60.3%+31.4pp |
| Annual return | 5.93% | 19.59%-13.7pp | 30.53%-24.6pp | 29.43%-23.5pp |
| Employer contribution / active EE | $3,272 | $1,082+202.5% | $2,289+42.9% | $2,241+46.0% |
| Participant deferral / active EE | $8,650 | $2,781+211.0% | $4,084+111.8% | $3,767+129.6% |
| Admin fee / account holder | $20 | $4,146-99.5% | $8,777-99.8% | $2,969-99.3% |