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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,852 | $45,343+5.5% | $150,298-68.2% | $67,986-29.6% |
| Participation rate | 57.0% | 51.9%+5.2pp | 77.8%-20.7pp | 57.2%-0.2pp |
| Annual return | 12.71% | 33.28%-20.6pp | 62.79%-50.1pp | 31.67%-19.0pp |
| Employer contribution / active EE | $1,450 | $1,462-0.8% | $4,154-65.1% | $2,019-28.2% |
| Participant deferral / active EE | $4,050 | $2,055+97.1% | $5,453-25.7% | $3,358+20.6% |
| Admin fee / account holder | $34 | $2,250-98.5% | $14,116-99.8% | $3,203-98.9% |