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 |
|---|---|---|
Service code 27 · EIN 27-1746834 | Advisory (Plan) | $29,976 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $7,246 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,892 | $46,292-39.7% | $143,757-80.6% | $64,808-57.0% |
| Participation rate | 81.7% | 64.2%+17.5pp | 80.3%+1.4pp | 71.5%+10.3pp |
| Annual return | -17.34% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,908 | $1,910-0.1% | $4,951-61.5% | $2,506-23.9% |
| Participant deferral / active EE | $2,018 | $2,646-23.7% | $5,637-64.2% | $4,310-53.2% |
| Admin fee / account holder | $92 | $154-39.9% | $14,673-99.4% | $188-50.8% |