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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $146,016 |
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 | $68,402 | $52,293+30.8% | $178,490-61.7% | $73,409-6.8% |
| Participation rate | 96.8% | 65.3%+31.4pp | 81.9%+14.8pp | 72.2%+24.6pp |
| Annual return | 18.73% | 34.75%-16.0pp | 151.07%-132.3pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,088 | $1,735+20.3% | $5,011-58.3% | $2,234-6.5% |
| Participant deferral / active EE | $3,837 | $2,332+64.5% | $5,202-26.2% | $3,805+0.8% |
| Admin fee / account holder | $17 | $127-86.3% | $13,984-99.9% | $158-88.9% |