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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $38,147 |
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 | $52,564 | $80,753-34.9% | $136,294-61.4% | $62,292-15.6% |
| Participation rate | 86.7% | 73.5%+13.1pp | 81.9%+4.7pp | 69.5%+17.2pp |
| Annual return | 17.16% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.7pp |
| Employer contribution / active EE | $2,646 | $2,884-8.2% | $4,695-43.6% | $2,042+29.6% |
| Participant deferral / active EE | $3,401 | $5,164-34.1% | $6,247-45.6% | $3,169+7.3% |
| Admin fee / account holder | $54 | $525-89.7% | $9,243-99.4% | $479-88.7% |