Filed April 25, 1996
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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $93,577 |
DESCHUTES INVESTMENT CONSULTING10+ years Filed as: DESCHUTES PORTFOLIO STRATEGIES Service code 27 · EIN 27-5035231 | Advisory (Plan) | $68,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,669 | $31,741+31.3% | $56,411-26.1% | $199,593-79.1% |
| Participation rate | 33.3% | 32.3%+1.0pp | 52.5%-19.2pp | 72.0%-38.7pp |
| Annual return | 12.51% | 14.72%-2.2pp | 1701.33%-1688.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $113 | $508-77.8% | $1,039-89.1% | $3,034-96.3% |
| Participant deferral / active EE | $1,267 | $1,184+7.0% | $1,952-35.1% | $5,087-75.1% |
| Admin fee / account holder | $153 | $426-64.2% | $2,829-94.6% | $269-43.3% |