Filed May 29, 2001
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 GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $88,584 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 10 · EIN 34-1542819 | Accounting | $20,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,827 | $91,517-70.7% | $101,248-73.5% | $73,409-63.5% |
| Participation rate | 96.6% | 73.8%+22.8pp | 75.8%+20.8pp | 72.2%+24.4pp |
| Annual return | 15.68% | 17.17%-1.5pp | 46.47%-30.8pp | 59.29%-43.6pp |
| Employer contribution / active EE | $354 | $2,877-87.7% | $3,660-90.3% | $2,234-84.1% |
| Participant deferral / active EE | $4,581 | $3,338+37.2% | $4,370+4.8% | $3,805+20.4% |
| Admin fee / account holder | $150 | $216-30.4% | $5,945-97.5% | $158-4.8% |