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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $20,091 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,768 | $88,083-78.7% | $164,813-88.6% | $74,495-74.8% |
| Participation rate | 89.6% | 73.0%+16.6pp | 78.6%+11.0pp | 67.2%+22.4pp |
| Annual return | 17.04% | 17.26%-0.2pp | 69.93%-52.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $530 | $2,593-79.6% | $4,341-87.8% | $2,623-79.8% |
| Participant deferral / active EE | $3,725 | $4,498-17.2% | $6,031-38.2% | $4,346-14.3% |
| Admin fee / account holder | $59 | $2,234-97.4% | $12,690-99.5% | $1,942-97.0% |