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 GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $136,103 |
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 | $36,697 | $63,770-42.5% | $71,209-48.5% | $102,872-64.3% |
| Participation rate | 98.2% | 61.0%+37.2pp | 73.8%+24.4pp | 73.0%+25.2pp |
| Annual return | 13.56% | 16.01%-2.4pp | 282.51%-268.9pp | 19.06%-5.5pp |
| Employer contribution / active EE | $3,648 | $2,367+54.1% | $2,721+34.1% | $3,526+3.4% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $11 | $220-95.1% | $5,349-99.8% | $292-96.4% |