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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $267,403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,350 | $95,776+83.1% | $162,163+8.1% | $77,787+125.4% |
| Participation rate | 97.8% | 88.6%+9.1pp | 87.6%+10.2pp | 73.2%+24.6pp |
| Annual return | 19.58% | 37.03%-17.4pp | 115.59%-96.0pp | 32.57%-13.0pp |
| Employer contribution / active EE | $8,503 | $3,874+119.5% | $5,614+51.5% | $2,504+239.5% |
| Participant deferral / active EE | $8,226 | $6,125+34.3% | $7,298+12.7% | $3,967+107.3% |
| Admin fee / account holder | $28 | $88-68.5% | $10,843-99.7% | $100-72.4% |