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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $106,128 |
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 | $122,817 | $136,307-9.9% | $177,821-30.9% | $73,488+67.1% |
| Participation rate | 90.4% | 86.1%+4.3pp | 87.7%+2.7pp | 70.7%+19.7pp |
| Annual return | 18.66% | 18.68%0pp | 48.32%-29.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $2,765 | $3,712-25.5% | $5,918-53.3% | $2,270+21.8% |
| Participant deferral / active EE | $3,581 | $5,829-38.6% | $7,714-53.6% | $3,740-4.2% |
| Admin fee / account holder | $49 | $596-91.8% | $12,427-99.6% | $513-90.5% |