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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,049 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,313 | $102,553-55.8% | $151,611-70.1% | $66,914-32.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -15.61% | -10.82%-4.8pp | 3.33%-18.9pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,585 | $4,180-38.2% | $6,166-58.1% | $2,544+1.6% |
| Participant deferral / active EE | $4,352 | $6,641-34.5% | $8,363-48.0% | $4,237+2.7% |
| Admin fee / account holder | $28 | $630-95.5% | $11,616-99.8% | $593-95.3% |