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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,772 |
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 | $18,894 | $86,897-78.3% | $151,611-87.5% | $64,808-70.8% |
| Participation rate | 82.8% | 87.3%-4.5pp | 87.5%-4.7pp | 71.5%+11.3pp |
| Annual return | -14.44% | -3.57%-10.9pp | 3.33%-17.8pp | 32.82%-47.3pp |
| Employer contribution / active EE | $1,772 | $4,010-55.8% | $6,166-71.3% | $2,506-29.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $41 | $153-73.3% | $11,616-99.6% | $188-78.2% |