Filed May 20, 2019
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 9-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+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,958 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,975 | $45,152-4.8% | $73,843-41.8% | $59,632-27.9% |
| Participation rate | 77.1% | 64.0%+13.1pp | 73.4%+3.7pp | 68.7%+8.5pp |
| Annual return | 0.05% | 27.40%-27.3pp | 2267.84%-2267.8pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $6,969 | $1,902+266.5% | $2,787+150.0% | $2,203+216.4% |
| Participant deferral / active EE | $8,059 | $2,574+213.1% | $3,583+124.9% | $3,192+152.5% |
| Admin fee / account holder | $49 | $3,516-98.6% | $4,880-99.0% | $4,297-98.9% |