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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $18,246 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,198 | $102,553+110.8% | $151,611+42.6% | $66,914+223.1% |
| Participation rate | 93.6% | 85.5%+8.1pp | 87.5%+6.1pp | 69.8%+23.8pp |
| Annual return | -16.24% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,265 | $4,180+25.9% | $6,166-14.6% | $2,544+106.9% |
| Participant deferral / active EE | $10,296 | $6,641+55.0% | $8,363+23.1% | $4,237+143.0% |
| Admin fee / account holder | $29 | $630-95.3% | $11,616-99.7% | $593-95.0% |