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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $32,170 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,634 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,560 | $129,021-81.7% | $184,203-87.2% | $77,643-69.7% |
| Participation rate | 78.3% | 87.3%-9.1pp | 86.8%-8.5pp | 70.6%+7.7pp |
| Annual return | 12.84% | 33.27%-20.4pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,575 | $4,413-41.6% | $6,427-59.9% | $2,726-5.5% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $31 | $254-87.8% | $13,901-99.8% | $430-92.8% |