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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $87,422 |
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $23,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,570 | $52,293-37.7% | $178,490-81.8% | $73,409-55.6% |
| Participation rate | 72.2% | 65.3%+6.8pp | 81.9%-9.8pp | 72.2%0pp |
| Annual return | 17.17% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,396 | $1,735-19.6% | $5,011-72.1% | $2,234-37.5% |
| Participant deferral / active EE | $1,596 | $2,332-31.6% | $5,202-69.3% | $3,805-58.1% |
| Admin fee / account holder | $309 | $127+142.3% | $13,984-97.8% | $158+95.5% |