Filed January 14, 2003
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 | Direct payment from the plan; Recordk... | $67,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,520 | $129,021-19.0% | $184,203-43.3% | $77,643+34.6% |
| Participation rate | 76.7% | 87.3%-10.6pp | 86.8%-10.1pp | 70.6%+6.1pp |
| Annual return | 53.73% | 33.27%+20.5pp | 28.81%+24.9pp | 31.24%+22.5pp |
| Employer contribution / active EE | $1,792 | $4,413-59.4% | $6,427-72.1% | $2,726-34.3% |
| Participant deferral / active EE | $3,812 | $7,297-47.8% | $9,131-58.3% | $4,647-18.0% |
| Admin fee / account holder | $24 | $254-90.4% | $13,901-99.8% | $430-94.3% |