Filed September 12, 2006
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 GROUP1 year Service code 12 · EIN 41-0417830 | Claims processing; Trustee (individua... | $1,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,530 | $122,239-33.3% | $184,203-55.7% | $74,495+9.4% |
| Participation rate | 76.0% | 85.5%-9.5pp | 86.8%-10.9pp | 67.2%+8.8pp |
| Annual return | 12.27% | 19.95%-7.7pp | 28.81%-16.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $1,368 | $4,537-69.8% | $6,427-78.7% | $2,623-47.8% |
| Participant deferral / active EE | $4,449 | $7,139-37.7% | $9,131-51.3% | $4,346+2.4% |
| Admin fee / account holder | $16 | $1,260-98.7% | $13,901-99.9% | $1,942-99.2% |