Filed January 13, 2016
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $30,054 |
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 | $82,298 | $46,732+76.1% | $156,549-47.4% | $55,167+49.2% |
| Participation rate | 89.3% | 65.8%+23.6pp | 84.0%+5.3pp | 69.0%+20.4pp |
| Annual return | 6.72% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $2,713 | $2,105+28.9% | $5,501-50.7% | $1,963+38.2% |
| Participant deferral / active EE | $5,444 | $2,204+147.0% | $4,871+11.8% | $3,054+78.3% |
| Admin fee / account holder | $24 | $418-94.2% | $13,027-99.8% | $504-95.2% |