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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $116,076 |
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 | $14,210 | $41,467-65.7% | $67,313-78.9% | $55,725-74.5% |
| Participation rate | 78.0% | 62.5%+15.5pp | 69.1%+8.9pp | 70.9%+7.2pp |
| Annual return | -5.40% | 0.82%-6.2pp | -4.08%-1.3pp | 244.93%-250.3pp |
| Employer contribution / active EE | $355 | $1,316-73.0% | $2,566-86.2% | $2,078-82.9% |
| Participant deferral / active EE | $1,797 | $2,399-25.1% | $3,568-49.6% | $3,356-46.4% |
| Admin fee / account holder | $46 | $102-55.0% | $4,507-99.0% | $115-60.1% |