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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $147,896 |
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 | $31,836 | $43,113-26.2% | $82,719-61.5% | $77,904-59.1% |
| Participation rate | 88.9% | 63.8%+25.1pp | 72.6%+16.4pp | 73.7%+15.2pp |
| Annual return | -14.75% | 2.60%-17.3pp | 701.18%-715.9pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,033 | $1,924+57.6% | $3,009+0.8% | $2,848+6.5% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $15 | $102-84.9% | $5,329-99.7% | $133-88.4% |