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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $89,401 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $1,802 |
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 | $113,747 | $129,021-11.8% | $184,203-38.2% | $77,643+46.5% |
| Participation rate | 98.3% | 87.3%+10.9pp | 86.8%+11.4pp | 70.6%+27.7pp |
| Annual return | 14.89% | 33.27%-18.4pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $2,377 | $4,413-46.1% | $6,427-63.0% | $2,726-12.8% |
| Participant deferral / active EE | $4,252 | $7,297-41.7% | $9,131-53.4% | $4,647-8.5% |
| Admin fee / account holder | $295 | $254+16.3% | $13,901-97.9% | $430-31.4% |