Filed January 1, 2012
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $40,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,923 | $80,724-12.1% | $103,333-31.4% | $74,495-4.8% |
| Participation rate | 55.7% | 65.7%-10.0pp | 74.5%-18.8pp | 67.2%-11.5pp |
| Annual return | 11.92% | 27.56%-15.6pp | 24.88%-13.0pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $780 | $3,157-75.3% | $3,868-79.8% | $2,623-70.2% |
| Participant deferral / active EE | $3,872 | $3,860+0.3% | $5,057-23.4% | $4,346-10.9% |
| Admin fee / account holder | $40 | $2,368-98.3% | $8,355-99.5% | $1,942-97.9% |