Filed December 20, 2012
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 | Direct payment from the plan; Recordk... | $227,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,505 | $55,516-79.3% | $75,781-84.8% | $59,188-80.6% |
| Participation rate | 64.0% | 73.6%-9.6pp | 75.8%-11.8pp | 69.4%-5.4pp |
| Annual return | 7.82% | -1.89%+9.7pp | 9.68%-1.9pp | 5.51%+2.3pp |
| Employer contribution / active EE | $315 | $2,604-87.9% | $3,323-90.5% | $2,098-85.0% |
| Participant deferral / active EE | $2,156 | $2,599-17.1% | $3,651-41.0% | $3,265-34.0% |
| Admin fee / account holder | $37 | $110-66.5% | $5,299-99.3% | $92-60.0% |