Filed August 3, 2001
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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $97,880 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,047 | $121,341-38.2% | $189,513-60.4% | $79,386-5.5% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.8%+8.3pp | 70.7%+25.4pp |
| Annual return | 14.60% | 21.08%-6.5pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $3,178 | $3,915-18.8% | $6,162-48.4% | $2,427+30.9% |
| Participant deferral / active EE | $7,138 | $6,395+11.6% | $8,221-13.2% | $4,046+76.4% |
| Admin fee / account holder | $17 | $651-97.4% | $12,045-99.9% | $626-97.3% |