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 6-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 | Claims processing; Custodial (other t... | $18,764 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $8,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,437 | $63,745-46.0% | $98,442-65.0% | $79,386-56.6% |
| Participation rate | 37.0% | 69.9%-32.9pp | 73.3%-36.4pp | 70.7%-33.7pp |
| Annual return | 17.28% | 625.80%-608.5pp | 1492.73%-1475.4pp | 116.85%-99.6pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,291 | $3,303-60.9% | $4,276-69.8% | $4,046-68.1% |
| Admin fee / account holder | $503 | $516-2.5% | $5,949-91.5% | $626-19.7% |