Filed April 22, 2011
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); Re... | $53,647 |
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 | $50,449 | $59,417-15.1% | $93,606-46.1% | $74,495-32.3% |
| Participation rate | 72.7% | 59.7%+13.0pp | 68.7%+4.0pp | 67.2%+5.5pp |
| Annual return | 16.41% | 81.83%-65.4pp | 133.20%-116.8pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $389 | $1,264-69.2% | $2,420-83.9% | $2,623-85.2% |
| Participant deferral / active EE | $3,915 | $3,050+28.4% | $4,411-11.3% | $4,346-9.9% |
| Admin fee / account holder | $63 | $3,021-97.9% | $8,285-99.2% | $1,942-96.7% |