Filed April 2, 2014 (most recent of 2 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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $4,382 |
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 | $97,526 | $102,514-4.9% | $97,995-0.5% | $62,292+56.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 19.45% | 32.43%-13.0pp | 23.94%-4.5pp | 28.90%-9.4pp |
| Employer contribution / active EE | $5,452 | $3,689+47.8% | $4,158+31.1% | $2,042+167.0% |
| Participant deferral / active EE | $7,639 | $5,308+43.9% | $5,097+49.9% | $3,169+141.0% |
| Admin fee / account holder | $32 | $378-91.7% | $5,943-99.5% | $479-93.4% |