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 | Direct payment from the plan; Custodi... | $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 | $65,246+193.7% | $98,716+94.1% | $67,986+181.8% |
| Participation rate | 91.7% | 51.4%+40.3pp | 69.3%+22.4pp | 57.2%+34.5pp |
| Annual return | 5.93% | 20.58%-14.6pp | 31.81%-25.9pp | 31.67%-25.7pp |
| Employer contribution / active EE | $3,272 | $1,042+214.0% | $2,279+43.6% | $2,019+62.1% |
| Participant deferral / active EE | $8,650 | $2,594+233.4% | $4,048+113.7% | $3,358+157.6% |
| Admin fee / account holder | $20 | $4,561-99.6% | $8,703-99.8% | $3,203-99.4% |