Filed January 22, 2010
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 8-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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $0 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,818 | $91,190-80.5% | $178,490-90.0% | $79,858-77.7% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 7.67% | 24.19%-16.5pp | 151.07%-143.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,578 | $3,256-51.5% | $5,011-68.5% | $2,471-36.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $260 | $6,751-96.2% | $13,984-98.1% | $5,306-95.1% |