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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $177,844 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $228,027 | $122,693+85.9% | $184,203+23.8% | $199,593+14.2% |
| Participation rate | 99.7% | 86.8%+12.9pp | 86.8%+12.9pp | 72.0%+27.8pp |
| Annual return | 17.51% | 143.91%-126.4pp | 28.81%-11.3pp | 34.25%-16.7pp |
| Employer contribution / active EE | $9,774 | $4,584+113.2% | $6,427+52.1% | $3,034+222.1% |
| Participant deferral / active EE | $9,718 | $7,990+21.6% | $9,131+6.4% | $5,087+91.1% |
| Admin fee / account holder | $31 | $121-74.0% | $13,901-99.8% | $269-88.3% |