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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $47,905 |
Service code 27 · EIN 47-4748357 | Advisory (Plan) | $43,670 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,656 | $86,225+29.5% | $146,665-23.9% | $86,799+28.6% |
| Participation rate | 56.2% | 78.0%-21.8pp | 80.1%-23.9pp | 72.3%-16.1pp |
| Annual return | 16.44% | 31.23%-14.8pp | 22.74%-6.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,618 | $2,392-32.4% | $4,136-60.9% | $2,405-32.7% |
| Participant deferral / active EE | $3,113 | $4,245-26.7% | $5,506-43.5% | $4,131-24.6% |
| Admin fee / account holder | $512 | $195+161.9% | $10,280-95.0% | $170+201.7% |