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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $130,609 |
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 | $30,316 | $47,634-36.4% | $90,404-66.5% | $90,288-66.4% |
| Participation rate | 89.4% | 67.5%+21.9pp | 72.7%+16.7pp | 73.4%+16.0pp |
| Annual return | 14.08% | 19.61%-5.5pp | 1293.02%-1278.9pp | 53.97%-39.9pp |
| Employer contribution / active EE | $2,390 | $1,749+36.7% | $3,262-26.7% | $2,524-5.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $12 | $106-88.2% | $5,611-99.8% | $114-89.1% |