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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $109,194 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $33,040 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,095 | $131,799-7.4% | $200,582-39.1% | $85,563+42.7% |
| Participation rate | 99.3% | 87.9%+11.4pp | 86.9%+12.4pp | 66.0%+33.3pp |
| Annual return | 15.68% | 21.59%-5.9pp | 42.33%-26.7pp | 31.51%-15.8pp |
| Employer contribution / active EE | $2,465 | $4,532-45.6% | $6,419-61.6% | $2,654-7.1% |
| Participant deferral / active EE | $4,345 | $7,702-43.6% | $9,331-53.4% | $4,375-0.7% |
| Admin fee / account holder | $299 | $235+27.0% | $16,305-98.2% | $834-64.2% |