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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $68,886 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $18,245 |
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 | $24,143 | $37,196-35.1% | $154,107-84.3% | $55,725-56.7% |
| Participation rate | 74.9% | 64.1%+10.8pp | 83.0%-8.1pp | 70.9%+4.1pp |
| Annual return | -4.30% | 1319.68%-1324.0pp | 735.12%-739.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,216 | $1,614-24.7% | $5,298-77.0% | $2,078-41.5% |
| Participant deferral / active EE | $1,453 | $2,068-29.7% | $5,081-71.4% | $3,356-56.7% |
| Admin fee / account holder | $251 | $102+146.6% | $13,411-98.1% | $115+117.5% |