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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $59,028 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $45,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,111 | $122,239-34.5% | $184,203-56.5% | $74,495+7.5% |
| Participation rate | 95.2% | 85.5%+9.8pp | 86.8%+8.4pp | 67.2%+28.0pp |
| Annual return | 13.01% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $3,624 | $4,537-20.1% | $6,427-43.6% | $2,623+38.1% |
| Participant deferral / active EE | $6,118 | $7,139-14.3% | $9,131-33.0% | $4,346+40.8% |
| Admin fee / account holder | $187 | $1,260-85.1% | $13,901-98.7% | $1,942-90.4% |