Filed September 30, 2005
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 | Direct payment from the plan; Sub-tra... | $45,143 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,703 | $55,415-33.8% | $155,509-76.4% | $74,495-50.7% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 11.83% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,573 | $2,267+13.5% | $4,672-44.9% | $2,623-1.9% |
| Participant deferral / active EE | $3,752 | $2,836+32.3% | $5,626-33.3% | $4,346-13.7% |
| Admin fee / account holder | $233 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |