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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,668 |
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 | $305,757 | $131,799+132.0% | $200,582+52.4% | $85,563+257.3% |
| Participation rate | 99.6% | 87.9%+11.7pp | 86.9%+12.7pp | 66.0%+33.6pp |
| Annual return | 15.16% | 21.59%-6.4pp | 42.33%-27.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $6,325 | $4,532+39.6% | $6,419-1.5% | $2,654+138.4% |
| Participant deferral / active EE | $12,247 | $7,702+59.0% | $9,331+31.2% | $4,375+179.9% |
| Admin fee / account holder | $59 | $235-75.0% | $16,305-99.6% | $834-92.9% |