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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $51,687 |
Annual investment return 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.
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 | $28,016 | $111,608-74.9% | $177,821-84.2% | $73,409-61.8% |
| Participation rate | 73.6% | 87.9%-14.2pp | 87.7%-14.1pp | 72.2%+1.5pp |
| Annual return | 12.78% | 18.23%-5.4pp | 48.32%-35.5pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,661 | $3,796-56.2% | $5,918-71.9% | $2,234-25.6% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $39 | $166-76.2% | $12,427-99.7% | $158-75.0% |