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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $39,256 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,118 | $129,021+103.2% | $184,203+42.3% | $77,643+237.6% |
| Participation rate | 99.2% | 87.3%+11.9pp | 86.8%+12.4pp | 70.6%+28.6pp |
| Annual return | 15.21% | 33.27%-18.1pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $6,172 | $4,413+39.9% | $6,427-4.0% | $2,726+126.4% |
| Participant deferral / active EE | $11,348 | $7,297+55.5% | $9,131+24.3% | $4,647+144.2% |
| Admin fee / account holder | $98 | $254-61.6% | $13,901-99.3% | $430-77.3% |