Filed November 9, 2005
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 GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $39,290 |
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 | $59,300 | $98,982-40.1% | $162,163-63.4% | $65,185-9.0% |
| Participation rate | 81.4% | 85.8%-4.4pp | 87.6%-6.2pp | 70.2%+11.2pp |
| Annual return | 23.86% | 24.84%-1.0pp | 115.59%-91.7pp | 29.38%-5.5pp |
| Employer contribution / active EE | $2,228 | $3,467-35.7% | $5,614-60.3% | $2,177+2.3% |
| Participant deferral / active EE | $3,354 | $5,384-37.7% | $7,298-54.0% | $3,514-4.5% |
| Admin fee / account holder | $150 | $596-74.9% | $10,843-98.6% | $847-82.3% |