Filed August 29, 2006 (most recent of 2 filings on file)
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 9-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 | Direct payment from the plan; Custodi... | $43,443 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,118 | $129,021-58.1% | $184,203-70.6% | $77,643-30.3% |
| Participation rate | 98.9% | 87.3%+11.6pp | 86.8%+12.1pp | 70.6%+28.4pp |
| Annual return | 29.56% | 33.27%-3.7pp | 28.81%+0.7pp | 31.24%-1.7pp |
| Employer contribution / active EE | $2,423 | $4,413-45.1% | $6,427-62.3% | $2,726-11.1% |
| Participant deferral / active EE | $4,325 | $7,297-40.7% | $9,131-52.6% | $4,647-6.9% |
| Admin fee / account holder | $44 | $254-82.8% | $13,901-99.7% | $430-89.9% |