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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $145,504 |
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 | $32,387 | $55,416-41.6% | $75,972-57.4% | $77,643-58.3% |
| Participation rate | 65.4% | 63.6%+1.8pp | 69.1%-3.7pp | 70.6%-5.2pp |
| Annual return | 13.39% | 17.07%-3.7pp | 359.55%-346.2pp | 31.24%-17.8pp |
| Employer contribution / active EE | $493 | $1,788-72.4% | $2,685-81.6% | $2,726-81.9% |
| Participant deferral / active EE | $2,374 | $3,447-31.1% | $4,255-44.2% | $4,647-48.9% |
| Admin fee / account holder | $50 | $414-87.8% | $6,467-99.2% | $430-88.3% |