Filed June 11, 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... | $66,300 |
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 | $74,897 | $74,089+1.1% | $133,980-44.1% | $55,167+35.8% |
| Participation rate | 70.4% | 84.3%-13.9pp | 87.1%-16.7pp | 69.0%+1.4pp |
| Annual return | 7.14% | 12.11%-5.0pp | 29.30%-22.2pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,103 | $3,064-31.4% | $5,211-59.6% | $1,963+7.2% |
| Participant deferral / active EE | $3,260 | $4,678-30.3% | $6,282-48.1% | $3,054+6.8% |
| Admin fee / account holder | $136 | $458-70.2% | $9,324-98.5% | $504-72.9% |