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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $75,049 |
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 | $47,121 | $111,608-57.8% | $177,821-73.5% | $73,409-35.8% |
| Participation rate | 98.5% | 87.9%+10.6pp | 87.7%+10.7pp | 72.2%+26.3pp |
| Annual return | 15.28% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,017 | $3,796-46.9% | $5,918-65.9% | $2,234-9.7% |
| Participant deferral / active EE | $2,990 | $6,199-51.8% | $7,714-61.2% | $3,805-21.4% |
| Admin fee / account holder | $40 | $166-75.9% | $12,427-99.7% | $158-74.7% |