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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $11,142 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,200 | $80,354+54.6% | $133,980-7.3% | $63,975+94.1% |
| Participation rate | 97.1% | 87.5%+9.6pp | 87.1%+10.0pp | 71.1%+25.9pp |
| Annual return | 8.46% | 13.11%-4.6pp | 29.30%-20.8pp | 48.65%-40.2pp |
| Employer contribution / active EE | $4,461 | $3,503+27.3% | $5,211-14.4% | $2,182+104.5% |
| Participant deferral / active EE | $6,609 | $5,239+26.2% | $6,282+5.2% | $3,356+96.9% |
| Admin fee / account holder | $25 | $69-63.4% | $9,324-99.7% | $70-64.0% |