Filed July 12, 2006 (most recent of 2 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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $44,171 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,269 | $94,529-57.4% | $140,016-71.2% | $64,186-37.3% |
| Participation rate | 91.1% | 84.1%+7.0pp | 87.5%+3.6pp | 69.6%+21.5pp |
| Annual return | -6.60% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,448 | $3,812-35.8% | $5,606-56.3% | $2,381+2.8% |
| Participant deferral / active EE | $2,682 | $5,250-48.9% | $6,927-61.3% | $3,470-22.7% |
| Admin fee / account holder | $26 | $6,741-99.6% | $10,705-99.8% | $4,888-99.5% |