Filed April 29, 2015
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 | Recordkeeping and information managem... | $39,774 |
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 | $17,589 | $44,960-60.9% | $84,966-79.3% | $74,495-76.4% |
| Participation rate | 86.5% | 49.4%+37.2pp | 67.5%+19.0pp | 67.2%+19.3pp |
| Annual return | 11.32% | 26.24%-14.9pp | 66.38%-55.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,019 | $1,457+107.2% | $2,727+10.7% | $2,623+15.1% |
| Participant deferral / active EE | $1,083 | $2,731-60.3% | $4,519-76.0% | $4,346-75.1% |
| Admin fee / account holder | $94 | $2,209-95.8% | $6,149-98.5% | $1,942-95.2% |