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 GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $44,308 |
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 | $36,782 | $81,537-54.9% | $149,718-75.4% | $69,631-47.2% |
| Participation rate | 96.9% | 86.1%+10.7pp | 87.1%+9.8pp | 70.7%+26.2pp |
| Annual return | 18.02% | 22.79%-4.8pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $1,748 | $3,239-46.0% | $5,445-67.9% | $2,032-14.0% |
| Participant deferral / active EE | $2,498 | $4,994-50.0% | $6,569-62.0% | $3,224-22.5% |
| Admin fee / account holder | $35 | $107-67.3% | $11,283-99.7% | $110-68.3% |