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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $69,504 |
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 | $44,022 | $88,515-50.3% | $162,163-72.9% | $67,579-34.9% |
| Participation rate | 98.8% | 86.8%+12.0pp | 87.6%+11.2pp | 71.3%+27.5pp |
| Annual return | 23.56% | 27.04%-3.5pp | 115.59%-92.0pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,969 | $3,563-44.8% | $5,614-64.9% | $2,148-8.3% |
| Participant deferral / active EE | $2,941 | $5,724-48.6% | $7,298-59.7% | $3,539-16.9% |
| Admin fee / account holder | $48 | $124-61.0% | $10,843-99.6% | $142-66.1% |