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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $111,111 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 10 · EIN 04-1590850 | Accounting | $1,251 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,021 | $66,098-6.2% | $101,794-39.1% | $74,304-16.5% |
| Participation rate | 88.8% | 53.8%+35.1pp | 69.2%+19.7pp | 60.3%+28.5pp |
| Annual return | 12.83% | 19.59%-6.8pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $793 | $1,082-26.7% | $2,289-65.3% | $2,241-64.6% |
| Participant deferral / active EE | $2,239 | $2,781-19.5% | $4,084-45.2% | $3,767-40.6% |
| Admin fee / account holder | $18 | $4,146-99.6% | $8,777-99.8% | $2,969-99.4% |