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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $98,849 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 10 · EIN 04-1590850 | Accounting | $1,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,273 | $53,165+7.7% | $86,188-33.5% | $74,419-23.0% |
| Participation rate | 88.9% | 64.9%+24.0pp | 69.0%+19.9pp | 70.7%+18.2pp |
| Annual return | 15.74% | 22.64%-6.9pp | 1168.45%-1152.7pp | 34.38%-18.6pp |
| Employer contribution / active EE | $757 | $1,210-37.4% | $2,380-68.2% | $2,637-71.3% |
| Participant deferral / active EE | $2,192 | $3,234-32.2% | $3,985-45.0% | $4,528-51.6% |
| Admin fee / account holder | $11 | $551-97.9% | $6,852-99.8% | $348-96.7% |