Filed May 24, 2011 (most recent of 3 filings on file)
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $27,385 |
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 | $37,823 | $79,523-52.4% | $140,016-73.0% | $56,287-32.8% |
| Participation rate | 95.3% | 85.7%+9.6pp | 87.5%+7.8pp | 69.9%+25.5pp |
| Annual return | -1.39% | 2.39%-3.8pp | 651.12%-652.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $1,912 | $3,350-42.9% | $5,606-65.9% | $2,111-9.5% |
| Participant deferral / active EE | $2,917 | $5,129-43.1% | $6,927-57.9% | $3,350-12.9% |
| Admin fee / account holder | $48 | $614-92.2% | $10,705-99.6% | $521-90.8% |