Filed November 30, 2012
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 (other than securities); Cl... | $53,484 |
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 | $81,879 | $79,523+3.0% | $140,016-41.5% | $56,287+45.5% |
| Participation rate | 84.6% | 85.7%-1.1pp | 87.5%-2.9pp | 69.9%+14.8pp |
| Annual return | -4.75% | 2.39%-7.1pp | 651.12%-655.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,401 | $3,350-28.3% | $5,606-57.2% | $2,111+13.7% |
| Participant deferral / active EE | $3,433 | $5,129-33.1% | $6,927-50.4% | $3,350+2.5% |
| Admin fee / account holder | $98 | $614-84.0% | $10,705-99.1% | $521-81.1% |