Filed January 18, 2013
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $15,191 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,805 | $74,089+37.4% | $133,980-24.0% | $55,167+84.5% |
| Participation rate | 87.8% | 84.3%+3.5pp | 87.1%+0.8pp | 69.0%+18.8pp |
| Annual return | 7.61% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.6pp |
| Employer contribution / active EE | $2,833 | $3,064-7.5% | $5,211-45.6% | $1,963+44.4% |
| Participant deferral / active EE | $3,146 | $4,678-32.8% | $6,282-49.9% | $3,054+3.0% |
| Admin fee / account holder | $75 | $458-83.6% | $9,324-99.2% | $504-85.1% |