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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $135,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,647 | $49,693-42.4% | $70,515-59.4% | $74,419-61.5% |
| Participation rate | 66.1% | 64.7%+1.4pp | 68.3%-2.3pp | 70.7%-4.6pp |
| Annual return | 15.90% | 21.22%-5.3pp | 32.77%-16.9pp | 34.38%-18.5pp |
| Employer contribution / active EE | $507 | $1,773-71.4% | $2,973-83.0% | $2,637-80.8% |
| Participant deferral / active EE | $2,394 | $3,376-29.1% | $4,567-47.6% | $4,528-47.1% |
| Admin fee / account holder | $49 | $316-84.6% | $6,412-99.2% | $348-86.1% |