Filed May 15, 2013
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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,619 |
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 | $47,852 | $49,915-4.1% | $154,803-69.1% | $74,304-35.6% |
| Participation rate | 57.0% | 54.0%+3.1pp | 78.1%-21.0pp | 60.3%-3.3pp |
| Annual return | 12.71% | 34.06%-21.3pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,450 | $1,611-10.0% | $4,305-66.3% | $2,241-35.3% |
| Participant deferral / active EE | $4,050 | $2,255+79.6% | $5,540-26.9% | $3,767+7.5% |
| Admin fee / account holder | $34 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |