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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $137,289 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,718 | $121,341-14.5% | $189,513-45.3% | $79,386+30.6% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.8%+10.9pp | 70.7%+28.0pp |
| Annual return | 14.88% | 21.08%-6.2pp | 555.15%-540.3pp | 116.85%-102.0pp |
| Employer contribution / active EE | $4,531 | $3,915+15.7% | $6,162-26.5% | $2,427+86.6% |
| Participant deferral / active EE | $3,644 | $6,395-43.0% | $8,221-55.7% | $4,046-9.9% |
| Admin fee / account holder | $48 | $651-92.6% | $12,045-99.6% | $626-92.3% |