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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $187,981 |
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 | $210,216 | $112,686+86.6% | $169,993+23.7% | $80,160+162.2% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 19.54% | 67.04%-47.5pp | 53.37%-33.8pp | 40.38%-20.8pp |
| Employer contribution / active EE | $9,607 | $4,481+114.4% | $6,785+41.6% | $2,978+222.6% |
| Participant deferral / active EE | $9,650 | $7,876+22.5% | $10,408-7.3% | $5,017+92.3% |
| Admin fee / account holder | $26 | $99-74.0% | $12,815-99.8% | $145-82.2% |