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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $56,062 |
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 | $109,308 | $136,307-19.8% | $177,821-38.5% | $73,488+48.7% |
| Participation rate | 88.7% | 86.1%+2.6pp | 87.7%+1.0pp | 70.7%+18.0pp |
| Annual return | 17.02% | 18.68%-1.7pp | 48.32%-31.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,728 | $3,712-26.5% | $5,918-53.9% | $2,270+20.2% |
| Participant deferral / active EE | $3,931 | $5,829-32.6% | $7,714-49.0% | $3,740+5.1% |
| Admin fee / account holder | $114 | $596-80.9% | $12,427-99.1% | $513-77.8% |