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 | Direct payment from the plan; Recordk... | $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 | $103,024-20.8% | $112,040-27.2% | $79,634+2.4% |
| Participation rate | 92.3% | 80.6%+11.8pp | 76.5%+15.8pp | 62.5%+29.8pp |
| Annual return | 13.78% | 17.60%-3.8pp | 24.52%-10.7pp | 36.46%-22.7pp |
| Employer contribution / active EE | $2,638 | $3,015-12.5% | $2,954-10.7% | $2,529+4.3% |
| Participant deferral / active EE | $4,095 | $5,233-21.7% | $5,098-19.7% | $3,835+6.8% |
| Admin fee / account holder | $64 | $465-86.3% | $12,098-99.5% | $1,002-93.7% |