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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,728 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,264 | $121,341-53.6% | $189,513-70.3% | $79,386-29.1% |
| Participation rate | 97.1% | 86.1%+11.0pp | 87.8%+9.3pp | 70.7%+26.4pp |
| Annual return | 12.30% | 21.08%-8.8pp | 555.15%-542.9pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,330 | $3,915-40.5% | $6,162-62.2% | $2,427-4.0% |
| Participant deferral / active EE | $3,671 | $6,395-42.6% | $8,221-55.3% | $4,046-9.3% |
| Admin fee / account holder | $21 | $651-96.8% | $12,045-99.8% | $626-96.7% |