Filed May 10, 2006 (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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $37,809 |
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 | $91,500 | $91,372+0.1% | $129,995-29.6% | $74,419+23.0% |
| Participation rate | 97.3% | 77.8%+19.5pp | 78.5%+18.8pp | 70.7%+26.6pp |
| Annual return | 3.63% | 23.21%-19.6pp | -137.18%+140.8pp | 34.38%-30.8pp |
| Employer contribution / active EE | $2,432 | $2,563-5.1% | $4,320-43.7% | $2,637-7.8% |
| Participant deferral / active EE | $5,193 | $4,721+10.0% | $5,820-10.8% | $4,528+14.7% |
| Admin fee / account holder | $24 | $283-91.4% | $10,614-99.8% | $348-93.0% |