Filed October 18, 2004 (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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $29,667 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,366 | $80,005-78.3% | $140,016-87.6% | $55,725-68.8% |
| Participation rate | 81.2% | 87.0%-5.8pp | 87.5%-6.3pp | 70.9%+10.3pp |
| Annual return | -4.25% | 0.46%-4.7pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,592 | $3,403-53.2% | $5,606-71.6% | $2,078-23.4% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $116-96.5% | $10,705-100.0% | $115-96.5% |