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) | $21,659 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | -$5,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,174 | $47,126-27.5% | $149,673-77.2% | $74,419-54.1% |
| Participation rate | 87.6% | 63.4%+24.2pp | 78.8%+8.8pp | 70.7%+16.9pp |
| Annual return | 18.57% | 22.75%-4.2pp | 134.42%-115.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,164 | $1,905+13.6% | $4,818-55.1% | $2,637-17.9% |
| Participant deferral / active EE | $2,603 | $2,728-4.6% | $5,680-54.2% | $4,528-42.5% |
| Admin fee / account holder | $41 | $343-88.1% | $13,210-99.7% | $348-88.3% |