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 GROUP8 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $23,047 |
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 | $69,205 | $132,049-47.6% | $200,582-65.5% | $74,304-6.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 12.55% | 22.22%-9.7pp | 42.33%-29.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $2,342 | $4,558-48.6% | $6,419-63.5% | $2,241+4.5% |
| Participant deferral / active EE | $4,774 | $7,213-33.8% | $9,331-48.8% | $3,767+26.7% |
| Admin fee / account holder | $20 | $2,405-99.2% | $16,305-99.9% | $2,969-99.3% |