Filed August 3, 2004
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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $154,769 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,567 | $98,727-17.4% | $113,168-27.9% | $85,563-4.7% |
| Participation rate | 92.3% | 80.8%+11.5pp | 76.6%+15.8pp | 66.0%+26.4pp |
| Annual return | 13.78% | 17.43%-3.7pp | 24.27%-10.5pp | 31.51%-17.7pp |
| Employer contribution / active EE | $2,638 | $2,907-9.2% | $2,975-11.3% | $2,654-0.6% |
| Participant deferral / active EE | $4,095 | $5,424-24.5% | $5,107-19.8% | $4,375-6.4% |
| Admin fee / account holder | $64 | $357-82.2% | $12,068-99.5% | $834-92.4% |