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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,872 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,820 | $71,802-50.1% | $133,980-73.3% | $57,658-37.9% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.1%+8.1pp | 70.2%+25.0pp |
| Annual return | 8.94% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,722 | $3,161-45.5% | $5,211-67.0% | $1,974-12.7% |
| Participant deferral / active EE | $2,442 | $4,606-47.0% | $6,282-61.1% | $3,061-20.2% |
| Admin fee / account holder | $41 | $88-52.7% | $9,324-99.6% | $95-56.1% |