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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $181,742 |
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 | $140,583 | $82,546+70.3% | $140,016+0.4% | $75,289+86.7% |
| Participation rate | 97.5% | 88.4%+9.1pp | 87.5%+10.0pp | 72.4%+25.1pp |
| Annual return | -1.71% | -0.36%-1.3pp | 651.12%-652.8pp | -0.04%-1.7pp |
| Employer contribution / active EE | $8,315 | $3,856+115.6% | $5,606+48.3% | $2,405+245.7% |
| Participant deferral / active EE | $7,804 | $5,731+36.2% | $6,927+12.7% | $3,739+108.7% |
| Admin fee / account holder | $27 | $86-68.8% | $10,705-99.7% | $102-73.8% |