Filed June 14, 2006
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 | Custodial (securities); Sub-transfer ... | $34,510 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,834 | $55,453-19.1% | $170,442-73.7% | $62,292-28.0% |
| Participation rate | 84.3% | 66.4%+17.9pp | 83.6%+0.7pp | 69.5%+14.8pp |
| Annual return | 15.26% | 21.38%-6.1pp | 205.93%-190.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $3,456 | $2,164+59.7% | $5,433-36.4% | $2,042+69.2% |
| Participant deferral / active EE | $4,132 | $2,303+79.4% | $4,939-16.3% | $3,169+30.4% |
| Admin fee / account holder | $217 | $455-52.3% | $13,880-98.4% | $479-54.7% |