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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $57,141 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $47,333 |
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 | $44,675 | $50,529-11.6% | $66,042-32.4% | $85,563-47.8% |
| Participation rate | 94.1% | 57.7%+36.4pp | 67.5%+26.6pp | 66.0%+28.1pp |
| Annual return | 13.06% | 18.34%-5.3pp | 52.11%-39.1pp | 31.51%-18.5pp |
| Employer contribution / active EE | $1,021 | $1,111-8.0% | $1,579-35.3% | $2,654-61.5% |
| Participant deferral / active EE | $3,785 | $2,768+36.7% | $2,835+33.5% | $4,375-13.5% |
| Admin fee / account holder | $139 | $1,005-86.1% | $5,747-97.6% | $834-83.3% |