Filed June 5, 2014 (most recent of 4 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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $23,908 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,120 | $122,239+2.4% | $184,203-32.1% | $74,495+68.0% |
| Participation rate | 74.8% | 85.5%-10.7pp | 86.8%-12.0pp | 67.2%+7.6pp |
| Annual return | 13.60% | 19.95%-6.3pp | 28.81%-15.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,233 | $4,537-50.8% | $6,427-65.3% | $2,623-14.9% |
| Participant deferral / active EE | $3,951 | $7,139-44.7% | $9,131-56.7% | $4,346-9.1% |
| Admin fee / account holder | $30 | $1,260-97.6% | $13,901-99.8% | $1,942-98.4% |