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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $60,067 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,127 | $111,491-77.5% | $189,513-86.7% | $86,799-71.1% |
| Participation rate | 88.6% | 87.3%+1.3pp | 87.8%+0.8pp | 72.3%+16.4pp |
| Annual return | 14.41% | 83.50%-69.1pp | 555.15%-540.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $1,812 | $3,951-54.1% | $6,162-70.6% | $2,405-24.7% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $35 | $189-81.5% | $12,045-99.7% | $170-79.4% |