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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,961 |
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 | $71,273 | $130,194-45.3% | $169,993-58.1% | $71,457-0.3% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.0%+9.0pp | 67.9%+28.1pp |
| Annual return | 17.10% | 20.37%-3.3pp | 53.37%-36.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $4,065 | $4,381-7.2% | $6,785-40.1% | $2,588+57.1% |
| Participant deferral / active EE | $7,400 | $6,923+6.9% | $10,408-28.9% | $4,289+72.5% |
| Admin fee / account holder | $36 | $966-96.2% | $12,815-99.7% | $1,587-97.7% |