Filed December 12, 2013
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $45,257 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $15,010 |
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 | $34,085 | $54,193-37.1% | $93,654-63.6% | $77,671-56.1% |
| Participation rate | 79.0% | 63.9%+15.1pp | 68.7%+10.3pp | 70.6%+8.4pp |
| Annual return | 14.44% | 30.54%-16.1pp | 133.34%-118.9pp | 31.21%-16.8pp |
| Employer contribution / active EE | $766 | $1,168-34.4% | $2,421-68.3% | $2,726-71.9% |
| Participant deferral / active EE | $3,275 | $3,144+4.2% | $4,413-25.8% | $4,648-29.5% |
| Admin fee / account holder | $92 | $576-83.9% | $8,282-98.9% | $430-78.5% |