Filed July 29, 2006
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $60,568 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $15,816 |
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 | $26,123 | $46,173-43.4% | $170,442-84.7% | $69,631-62.5% |
| Participation rate | 70.7% | 63.9%+6.8pp | 83.6%-12.9pp | 70.7%0pp |
| Annual return | 15.59% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,264 | $1,610-21.5% | $5,433-76.7% | $2,032-37.8% |
| Participant deferral / active EE | $1,186 | $2,080-43.0% | $4,939-76.0% | $3,224-63.2% |
| Admin fee / account holder | $264 | $116+127.3% | $13,880-98.1% | $110+138.7% |