Filed October 2, 2014 (most recent of 2 filings on file)
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $125,522 |
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 | $49,529 | $37,117+33.4% | $147,614-66.4% | $55,191-10.3% |
| Participation rate | 80.9% | 63.6%+17.3pp | 84.6%-3.7pp | 69.2%+11.7pp |
| Annual return | 0.90% | 3.44%-2.5pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,527 | $1,620-5.8% | $5,564-72.6% | $1,899-19.6% |
| Participant deferral / active EE | $2,808 | $1,985+41.4% | $4,895-42.6% | $3,046-7.8% |
| Admin fee / account holder | $19 | $86-78.3% | $11,611-99.8% | $91-79.5% |