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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $39,988 |
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 | $235,942 | $136,307+73.1% | $177,821+32.7% | $73,488+221.1% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.7%+6.1pp | 70.7%+23.1pp |
| Annual return | 17.04% | 18.68%-1.6pp | 48.32%-31.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,601 | $3,712+23.9% | $5,918-22.3% | $2,270+102.7% |
| Participant deferral / active EE | $9,365 | $5,829+60.7% | $7,714+21.4% | $3,740+150.4% |
| Admin fee / account holder | $131 | $596-78.0% | $12,427-98.9% | $513-74.5% |