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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $164,721 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,679 | $95,918+100.9% | $151,611+27.1% | $77,904+147.3% |
| Participation rate | 96.6% | 88.7%+7.9pp | 87.5%+9.1pp | 73.7%+22.9pp |
| Annual return | -13.88% | -5.50%-8.4pp | 3.33%-17.2pp | 12.21%-26.1pp |
| Employer contribution / active EE | $9,219 | $4,330+112.9% | $6,166+49.5% | $2,848+223.8% |
| Participant deferral / active EE | $9,390 | $7,508+25.1% | $8,363+12.3% | $4,806+95.4% |
| Admin fee / account holder | $25 | $93-73.5% | $11,616-99.8% | $133-81.3% |