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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $60,366 |
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 | $37,550 | $80,005-53.1% | $140,016-73.2% | $55,725-32.6% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -4.03% | 0.46%-4.5pp | 651.12%-655.1pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,898 | $3,403-44.2% | $5,606-66.1% | $2,078-8.7% |
| Participant deferral / active EE | $2,791 | $5,264-47.0% | $6,927-59.7% | $3,356-16.8% |
| Admin fee / account holder | $46 | $116-60.4% | $10,705-99.6% | $115-60.2% |