Filed August 4, 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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $39,740 |
Service code 27 · EIN 47-4748357 | Advisory (Plan) | $35,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,794 | $78,419+13.2% | $133,956-33.7% | $73,409+21.0% |
| Participation rate | 49.3% | 78.6%-29.3pp | 79.8%-30.5pp | 72.2%-22.8pp |
| Annual return | 6.14% | 33.35%-27.2pp | 45.09%-39.0pp | 59.29%-53.2pp |
| Employer contribution / active EE | $1,510 | $2,044-26.1% | $3,919-61.5% | $2,234-32.4% |
| Participant deferral / active EE | $2,783 | $3,925-29.1% | $5,048-44.9% | $3,805-26.9% |
| Admin fee / account holder | $398 | $161+146.4% | $8,927-95.5% | $158+151.8% |