Filed December 10, 2005
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 | Direct payment from the plan; Custodi... | $122,049 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,285 | $65,292-78.1% | $71,671-80.1% | $77,958-81.7% |
| Participation rate | 73.5% | 67.4%+6.1pp | 68.7%+4.8pp | 71.6%+1.9pp |
| Annual return | 15.86% | 21.25%-5.4pp | 20.65%-4.8pp | 20.87%-5.0pp |
| Employer contribution / active EE | $340 | $2,085-83.7% | $2,460-86.2% | $2,310-85.3% |
| Participant deferral / active EE | $1,406 | $3,008-53.3% | $3,438-59.1% | $3,537-60.3% |
| Admin fee / account holder | $50 | $84-40.5% | $5,558-99.1% | $97-48.4% |