Filed October 21, 2014 (most recent of 3 filings on file)
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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $104,953 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,016 | $98,982+16.2% | $162,163-29.1% | $65,185+76.4% |
| Participation rate | 95.6% | 85.8%+9.8pp | 87.6%+8.0pp | 70.2%+25.4pp |
| Annual return | 22.48% | 24.84%-2.4pp | 115.59%-93.1pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,875 | $3,467-45.9% | $5,614-66.6% | $2,177-13.9% |
| Participant deferral / active EE | $3,787 | $5,384-29.7% | $7,298-48.1% | $3,514+7.8% |
| Admin fee / account holder | $71 | $596-88.1% | $10,843-99.3% | $847-91.6% |