Filed January 6, 2006
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... | $117,410 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,747 | $44,794-40.3% | $90,281-70.4% | $77,787-65.6% |
| Participation rate | 86.9% | 66.6%+20.3pp | 73.3%+13.6pp | 73.2%+13.7pp |
| Annual return | 18.21% | 28.23%-10.0pp | 78.10%-59.9pp | 32.57%-14.4pp |
| Employer contribution / active EE | $2,571 | $1,809+42.2% | $2,854-9.9% | $2,504+2.7% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $12 | $94-87.7% | $5,351-99.8% | $100-88.4% |