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 GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,355 | $136,307-61.6% | $177,821-70.6% | $73,488-28.8% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.7%+9.6pp | 70.7%+26.6pp |
| Annual return | 16.97% | 18.68%-1.7pp | 48.32%-31.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,255 | $3,712-39.3% | $5,918-61.9% | $2,270-0.7% |
| Participant deferral / active EE | $3,488 | $5,829-40.2% | $7,714-54.8% | $3,740-6.7% |
| Admin fee / account holder | $10 | $596-98.3% | $12,427-99.9% | $513-98.0% |