Filed August 14, 2009
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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,571 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,919 |
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 | $28,258 | $28,956-2.4% | $71,735-60.6% | $64,808-56.4% |
| Participation rate | 93.6% | 65.2%+28.5pp | 62.3%+31.3pp | 71.5%+22.2pp |
| Annual return | -13.32% | -7.39%-5.9pp | 9.14%-22.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $1,080 | $1,159-6.8% | $1,704-36.6% | $2,506-56.9% |
| Participant deferral / active EE | $2,877 | $2,686+7.1% | $2,658+8.3% | $4,310-33.2% |
| Admin fee / account holder | $120 | $124-3.5% | $3,974-97.0% | $188-36.1% |