Filed October 7, 2005 (most recent of 2 filings on file)
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... | $40,008 |
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 | $49,292 | $75,183-34.4% | $123,892-60.2% | $55,167-10.6% |
| Participation rate | 87.6% | 72.8%+14.8pp | 81.4%+6.2pp | 69.0%+18.6pp |
| Annual return | 9.47% | 19.01%-9.5pp | 47.52%-38.0pp | 169.23%-159.8pp |
| Employer contribution / active EE | $2,286 | $2,823-19.0% | $4,617-50.5% | $1,963+16.5% |
| Participant deferral / active EE | $3,779 | $5,084-25.7% | $5,984-36.8% | $3,054+23.7% |
| Admin fee / account holder | $64 | $663-90.4% | $8,357-99.2% | $504-87.3% |