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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $124,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,549 | $67,598-72.6% | $75,886-75.6% | $77,787-76.2% |
| Participation rate | 61.1% | 69.6%-8.5pp | 69.3%-8.2pp | 73.2%-12.1pp |
| Annual return | 23.94% | 23.18%+0.8pp | 30.76%-6.8pp | 32.57%-8.6pp |
| Employer contribution / active EE | $312 | $2,430-87.2% | $2,500-87.5% | $2,504-87.5% |
| Participant deferral / active EE | $1,390 | $3,502-60.3% | $3,603-61.4% | $3,967-65.0% |
| Admin fee / account holder | $45 | $96-53.7% | $5,418-99.2% | $100-55.5% |