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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $125,767 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,782 | $74,462-72.1% | $81,983-74.7% | $90,288-77.0% |
| Participation rate | 61.6% | 69.7%-8.0pp | 69.2%-7.6pp | 73.4%-11.7pp |
| Annual return | 19.54% | 17.56%+2.0pp | 41.31%-21.8pp | 53.97%-34.4pp |
| Employer contribution / active EE | $377 | $2,334-83.9% | $2,498-84.9% | $2,524-85.1% |
| Participant deferral / active EE | $1,569 | $3,602-56.4% | $3,722-57.8% | $4,232-62.9% |
| Admin fee / account holder | $38 | $98-60.9% | $5,664-99.3% | $114-66.4% |