Filed July 22, 2010 (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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $41,164 |
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 | $167,656 | $79,523+110.8% | $140,016+19.7% | $56,287+197.9% |
| Participation rate | 96.9% | 85.7%+11.2pp | 87.5%+9.4pp | 69.9%+27.1pp |
| Annual return | -3.52% | 2.39%-5.9pp | 651.12%-654.6pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,123 | $3,350+23.1% | $5,606-26.4% | $2,111+95.3% |
| Participant deferral / active EE | $8,908 | $5,129+73.7% | $6,927+28.6% | $3,350+165.9% |
| Admin fee / account holder | $149 | $614-75.7% | $10,705-98.6% | $521-71.3% |