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 GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $143,117 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,825 | $55,331-33.4% | $81,812-55.0% | $199,593-81.5% |
| Participation rate | 89.0% | 62.5%+26.5pp | 72.3%+16.7pp | 72.0%+17.0pp |
| Annual return | 11.74% | 19.59%-7.9pp | 773.79%-762.1pp | 34.25%-22.5pp |
| Employer contribution / active EE | $3,129 | $2,101+48.9% | $2,912+7.4% | $3,034+3.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $11 | $346-96.8% | $7,386-99.8% | $269-95.9% |