Filed February 11, 2010 (most recent of 5 filings on file)
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 | Claims processing; Recordkeeping and ... | $48,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,516 | $29,548+74.3% | $56,411-8.7% | $77,643-33.7% |
| Participation rate | 26.0% | 32.7%-6.7pp | 52.5%-26.4pp | 70.6%-44.5pp |
| Annual return | 12.26% | 19.01%-6.7pp | 1701.33%-1689.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $336 | $568-40.8% | $1,039-67.6% | $2,726-87.7% |
| Participant deferral / active EE | $1,025 | $1,061-3.4% | $1,952-47.5% | $4,647-78.0% |
| Admin fee / account holder | $23 | $1,046-97.8% | $2,829-99.2% | $430-94.7% |