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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $134,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,842 | $44,764-46.7% | $68,791-65.3% | $64,808-63.2% |
| Participation rate | 68.9% | 64.8%+4.1pp | 69.0%-0.2pp | 71.5%-2.6pp |
| Annual return | -18.06% | -10.91%-7.2pp | -6.38%-11.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $533 | $1,775-70.0% | $2,655-79.9% | $2,506-78.7% |
| Participant deferral / active EE | $2,482 | $3,238-23.4% | $3,941-37.0% | $4,310-42.4% |
| Admin fee / account holder | $50 | $151-67.0% | $4,932-99.0% | $188-73.4% |