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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $51,369 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $40,052 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,651 | $36,806+7.7% | $69,647-43.1% | $77,643-48.9% |
| Participation rate | 92.8% | 64.4%+28.4pp | 66.5%+26.3pp | 70.6%+22.2pp |
| Annual return | 10.58% | 38.81%-28.2pp | 100.48%-89.9pp | 31.24%-20.7pp |
| Employer contribution / active EE | $1,404 | $1,257+11.7% | $1,712-18.0% | $2,726-48.5% |
| Participant deferral / active EE | $3,508 | $2,738+28.1% | $2,886+21.6% | $4,647-24.5% |
| Admin fee / account holder | $132 | $507-74.0% | $4,713-97.2% | $430-69.4% |