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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $92,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,979 | $86,897-47.1% | $151,611-69.7% | $64,808-29.1% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.5%+10.7pp | 71.5%+26.7pp |
| Annual return | -16.15% | -3.57%-12.6pp | 3.33%-19.5pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,184 | $4,010-45.5% | $6,166-64.6% | $2,506-12.9% |
| Participant deferral / active EE | $3,291 | $6,690-50.8% | $8,363-60.6% | $4,310-23.6% |
| Admin fee / account holder | $43 | $153-72.0% | $11,616-99.6% | $188-77.2% |