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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $159,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,131 | $110,699+82.6% | $177,821+13.7% | $90,288+123.9% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 14.68% | 22.79%-8.1pp | 48.32%-33.6pp | 53.97%-39.3pp |
| Employer contribution / active EE | $8,830 | $4,118+114.4% | $5,918+49.2% | $2,524+249.8% |
| Participant deferral / active EE | $8,629 | $6,731+28.2% | $7,714+11.9% | $4,232+103.9% |
| Admin fee / account holder | $22 | $90-75.7% | $12,427-99.8% | $114-80.9% |