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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,714 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,319 | $62,928-2.6% | $172,739-64.5% | $67,579-9.3% |
| Participation rate | 97.6% | 64.5%+33.1pp | 82.6%+14.9pp | 71.3%+26.3pp |
| Annual return | 22.32% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,873 | $1,636+14.5% | $5,143-63.6% | $2,148-12.8% |
| Participant deferral / active EE | $3,642 | $2,145+69.8% | $5,198-29.9% | $3,539+2.9% |
| Admin fee / account holder | $18 | $167-89.0% | $13,954-99.9% | $142-87.2% |