Filed August 15, 1994
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... | $60,940 |
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 | $92,435 | $56,317+64.1% | $71,209+29.8% | $74,304+24.4% |
| Participation rate | 88.7% | 55.1%+33.6pp | 73.8%+15.0pp | 60.3%+28.4pp |
| Annual return | 11.26% | 42.83%-31.6pp | 282.51%-271.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,303 | $2,160+6.6% | $2,721-15.3% | $2,241+2.8% |
| Participant deferral / active EE | $5,338 | $2,788+91.5% | $4,175+27.9% | $3,767+41.7% |
| Admin fee / account holder | $44 | $2,290-98.1% | $5,349-99.2% | $2,969-98.5% |