Filed February 26, 2015 (most recent of 2 filings on file)
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $59,917 |
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 | $54,555 | $79,523-31.4% | $140,016-61.0% | $56,287-3.1% |
| Participation rate | 97.2% | 85.7%+11.5pp | 87.5%+9.7pp | 69.9%+27.3pp |
| Annual return | -2.89% | 2.39%-5.3pp | 651.12%-654.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $2,109 | $3,350-37.1% | $5,606-62.4% | $2,111-0.1% |
| Participant deferral / active EE | $3,910 | $5,129-23.8% | $6,927-43.6% | $3,350+16.7% |
| Admin fee / account holder | $9 | $614-98.5% | $10,705-99.9% | $521-98.2% |