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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $72,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,254 | $89,739-23.9% | $149,718-54.4% | $62,292+9.6% |
| Participation rate | 64.6% | 85.1%-20.5pp | 87.1%-22.4pp | 69.5%-4.9pp |
| Annual return | 15.84% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,180 | $3,233-32.6% | $5,445-60.0% | $2,042+6.8% |
| Participant deferral / active EE | $3,110 | $4,797-35.2% | $6,569-52.7% | $3,169-1.9% |
| Admin fee / account holder | $105 | $551-81.0% | $11,283-99.1% | $479-78.1% |