Filed October 1, 2008
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $68,534 |
MILLER RUSSELL ASSOCIATES2 years Service code 27 · EIN 27-1529830 | Advisory (Plan) | $27,486 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,664 | $43,999-55.3% | $79,464-75.3% | $55,725-64.7% |
| Participation rate | 48.3% | 66.9%-18.6pp | 73.3%-25.0pp | 70.9%-22.5pp |
| Annual return | 9.28% | 1.81%+7.5pp | 718.14%-708.9pp | 244.93%-235.6pp |
| Employer contribution / active EE | $193 | $1,830-89.4% | $2,800-93.1% | $2,078-90.7% |
| Participant deferral / active EE | $1,703 | $2,538-32.9% | $3,704-54.0% | $3,356-49.2% |
| Admin fee / account holder | $159 | $118+35.2% | $5,113-96.9% | $115+38.0% |