Filings through .
Filed November 18, 2015
Street address, email and phone are on Solo, $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $38,045 |
12 funds of $250K or more; 17 lines in all, holding $11.9M of the plan's $13.0M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 17.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 16.3% |
| Standard Stable Asset C StanCorp (Meiji Yasuda) · Insurance contract | $1.6M | 13.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.3M | 11.1% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.1M | 9.2% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $854K | 7.2% |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. Rowe Price Mid-Cap Value Fund-I Class T. Rowe Price · Mutual fund | $546K | 4.6% |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. Rowe Price Mid-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $494K | 4.1% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $426K | 3.6% |
| Vanguard Vanguard · Mutual fund | $410K | 3.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.