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 GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $145,033 |
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 | $35,557 | $52,660-32.5% | $86,612-58.9% | $80,160-55.6% |
| Participation rate | 86.6% | 62.4%+24.2pp | 71.7%+14.9pp | 72.9%+13.7pp |
| Annual return | 15.54% | 24.87%-9.3pp | 591.07%-575.5pp | 40.38%-24.8pp |
| Employer contribution / active EE | $3,022 | $2,140+41.2% | $3,0220% | $2,978+1.5% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $10 | $113-90.7% | $5,614-99.8% | $145-92.8% |