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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $86,258 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,846 | $86,944-31.2% | $107,525-44.3% | $74,304-19.5% |
| Participation rate | 99.4% | 59.6%+39.8pp | 75.1%+24.3pp | 60.3%+39.0pp |
| Annual return | 13.76% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,506 | $2,757-45.4% | $3,754-59.9% | $2,241-32.8% |
| Participant deferral / active EE | $4,683 | $3,554+31.8% | $5,116-8.5% | $3,767+24.3% |
| Admin fee / account holder | $76 | $3,727-98.0% | $8,919-99.1% | $2,969-97.4% |