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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $124,869 |
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 | $52,726 | $36,916+42.8% | $156,549-66.3% | $57,658-8.6% |
| Participation rate | 81.2% | 63.4%+17.8pp | 84.0%-2.8pp | 70.2%+11.0pp |
| Annual return | 6.29% | 12.38%-6.1pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,631 | $1,571+3.9% | $5,501-70.3% | $1,974-17.4% |
| Participant deferral / active EE | $2,997 | $1,926+55.6% | $4,871-38.5% | $3,061-2.1% |
| Admin fee / account holder | $18 | $82-77.8% | $13,027-99.9% | $95-80.7% |