Filed April 9, 2002 (most recent of 3 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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $177,844 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,027 | $122,854+85.6% | $184,200+23.8% | $199,768+14.1% |
| Participation rate | 99.7% | 87.0%+12.7pp | 86.8%+12.9pp | 72.0%+27.7pp |
| Annual return | 17.51% | 143.99%-126.5pp | 28.80%-11.3pp | 34.26%-16.7pp |
| Employer contribution / active EE | $9,774 | $4,588+113.1% | $6,424+52.2% | $3,037+221.9% |
| Participant deferral / active EE | $9,718 | $7,995+21.6% | $9,132+6.4% | $5,090+90.9% |
| Admin fee / account holder | $31 | $120-73.9% | $13,907-99.8% | $269-88.3% |