Filed August 9, 2021 (most recent of 2 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $154,069 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,515 | $129,095-34.5% | $184,200-54.1% | $77,671+8.8% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+27.9pp |
| Annual return | 12.88% | 33.29%-20.4pp | 28.80%-15.9pp | 31.21%-18.3pp |
| Employer contribution / active EE | $5,476 | $4,410+24.2% | $6,424-14.8% | $2,726+100.8% |
| Participant deferral / active EE | $5,030 | $7,300-31.1% | $9,132-44.9% | $4,648+8.2% |
| Admin fee / account holder | $33 | $256-87.3% | $13,907-99.8% | $430-92.4% |