Filed August 21, 2017 (most recent of 6 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 | Recordkeeping and information managem... | $39,461 |
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 | $81,343 | $88,515-8.1% | $162,163-49.8% | $67,579+20.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 25.80% | 27.04%-1.2pp | 115.59%-89.8pp | 378.56%-352.8pp |
| Employer contribution / active EE | $7,918 | $3,563+122.2% | $5,614+41.0% | $2,148+268.6% |
| Participant deferral / active EE | $4,936 | $5,724-13.8% | $7,298-32.4% | $3,539+39.5% |
| Admin fee / account holder | $86 | $124-30.7% | $10,843-99.2% | $142-39.7% |