Filed November 5, 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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $77,656 |
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 | $90,724 | $46,360+95.7% | $147,614-38.5% | $52,331+73.4% |
| Participation rate | 82.6% | 64.9%+17.7pp | 84.6%-2.0pp | 68.1%+14.5pp |
| Annual return | 1.57% | 1.62%0pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,205 | $2,126+3.7% | $5,564-60.4% | $1,882+17.2% |
| Participant deferral / active EE | $5,665 | $2,258+150.9% | $4,895+15.7% | $3,022+87.5% |
| Admin fee / account holder | $61 | $766-92.0% | $11,611-99.5% | $592-89.6% |