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 | Claims processing; Recordkeeping and ... | $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 | $129,021-34.5% | $184,203-54.1% | $77,643+8.9% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+27.9pp |
| Annual return | 12.88% | 33.27%-20.4pp | 28.81%-15.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $5,476 | $4,413+24.1% | $6,427-14.8% | $2,726+100.9% |
| Participant deferral / active EE | $5,030 | $7,297-31.1% | $9,131-44.9% | $4,647+8.2% |
| Admin fee / account holder | $33 | $254-87.2% | $13,901-99.8% | $430-92.4% |