Filed June 22, 2006
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 Filed as: STANCORP FINANICAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $24,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,046 | $45,382-66.8% | $154,107-90.2% | $75,289-80.0% |
| Participation rate | 23.7% | 65.9%-42.2pp | 83.0%-59.3pp | 72.4%-48.7pp |
| Annual return | -4.55% | -0.47%-4.1pp | 735.12%-739.7pp | -0.04%-4.5pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $806 | $2,384-66.2% | $5,081-84.1% | $3,739-78.4% |
| Admin fee / account holder | $36 | $89-59.9% | $13,411-99.7% | $102-65.0% |