Filed May 26, 2011 (most recent of 4 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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,529 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,299 | $68,413-48.4% | $123,104-71.3% | $55,191-36.0% |
| Participation rate | 94.2% | 84.5%+9.7pp | 86.8%+7.4pp | 69.2%+25.0pp |
| Annual return | 0.04% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,699 | $3,050-44.3% | $5,151-67.0% | $1,899-10.5% |
| Participant deferral / active EE | $2,478 | $4,490-44.8% | $6,230-60.2% | $3,046-18.6% |
| Admin fee / account holder | $43 | $88-50.8% | $9,015-99.5% | $91-52.4% |