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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,538 |
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 | $41,396 | $63,905-35.2% | $74,183-44.2% | $57,658-28.2% |
| Participation rate | 77.9% | 79.8%-1.9pp | 76.6%+1.2pp | 70.2%+7.6pp |
| Annual return | 8.05% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,599 | $1,840-13.1% | $2,370-32.5% | $1,974-19.0% |
| Participant deferral / active EE | $2,252 | $3,448-34.7% | $3,550-36.6% | $3,061-26.4% |
| Admin fee / account holder | $37 | $91-59.6% | $5,586-99.3% | $95-61.1% |