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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $87,223 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,867 | $111,491-36.4% | $189,513-62.6% | $86,799-18.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 14.78% | 83.50%-68.7pp | 555.15%-540.4pp | 97.91%-83.1pp |
| Employer contribution / active EE | $3,548 | $3,951-10.2% | $6,162-42.4% | $2,405+47.5% |
| Participant deferral / active EE | $5,751 | $6,437-10.7% | $8,221-30.1% | $4,131+39.2% |
| Admin fee / account holder | $27 | $189-85.9% | $12,045-99.8% | $170-84.3% |