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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
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 | $119,141 | $75,760+57.3% | $123,104-3.2% | $59,188+101.3% |
| Participation rate | 92.3% | 86.0%+6.2pp | 86.8%+5.5pp | 69.4%+22.9pp |
| Annual return | 4.58% | 2.93%+1.7pp | 13.22%-8.6pp | 5.51%-0.9pp |
| Employer contribution / active EE | $4,282 | $3,415+25.4% | $5,151-16.9% | $2,098+104.1% |
| Participant deferral / active EE | $6,259 | $5,000+25.2% | $6,230+0.5% | $3,265+91.7% |
| Admin fee / account holder | $26 | $61-57.1% | $9,015-99.7% | $92-71.7% |