Filed January 28, 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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $59,124 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,646 | $80,724-45.9% | $103,333-57.8% | $74,495-41.4% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+24.9pp | 67.2%+32.3pp |
| Annual return | 20.87% | 27.56%-6.7pp | 24.88%-4.0pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,704 | $3,157-46.0% | $3,868-55.9% | $2,623-35.0% |
| Participant deferral / active EE | $5,111 | $3,860+32.4% | $5,057+1.1% | $4,346+17.6% |
| Admin fee / account holder | $34 | $2,368-98.6% | $8,355-99.6% | $1,942-98.3% |