Filed February 21, 2006
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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $107,301 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 10 · EIN 04-1590850 | Accounting | $1,251 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,024 | $59,263-0.4% | $96,562-38.9% | $79,386-25.6% |
| Participation rate | 85.6% | 61.9%+23.7pp | 69.8%+15.8pp | 70.7%+14.9pp |
| Annual return | 13.37% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $769 | $1,216-36.8% | $2,356-67.4% | $2,427-68.3% |
| Participant deferral / active EE | $2,198 | $2,948-25.5% | $3,849-42.9% | $4,046-45.7% |
| Admin fee / account holder | $14 | $658-97.9% | $6,181-99.8% | $626-97.8% |