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 GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,492 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,890 | $122,239-50.2% | $184,203-66.9% | $74,495-18.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 12.68% | 19.95%-7.3pp | 28.81%-16.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,838 | $4,537-37.5% | $6,427-55.8% | $2,623+8.2% |
| Participant deferral / active EE | $4,775 | $7,139-33.1% | $9,131-47.7% | $4,346+9.9% |
| Admin fee / account holder | $19 | $1,260-98.5% | $13,901-99.9% | $1,942-99.0% |