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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $30,743 |
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 | $85,486 | $55,453+54.2% | $170,442-49.8% | $62,292+37.2% |
| Participation rate | 91.9% | 66.4%+25.5pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 20.82% | 21.38%-0.6pp | 205.93%-185.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $2,796 | $2,164+29.2% | $5,433-48.5% | $2,042+36.9% |
| Participant deferral / active EE | $5,509 | $2,303+139.3% | $4,939+11.5% | $3,169+73.8% |
| Admin fee / account holder | $31 | $455-93.2% | $13,880-99.8% | $479-93.5% |