Filed July 26, 2016
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $52,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,152 | $122,239-41.0% | $184,203-60.8% | $74,495-3.1% |
| Participation rate | 97.1% | 85.5%+11.7pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 15.22% | 19.95%-4.7pp | 28.81%-13.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,088 | $4,537-9.9% | $6,427-36.4% | $2,623+55.8% |
| Participant deferral / active EE | $5,571 | $7,139-22.0% | $9,131-39.0% | $4,346+28.2% |
| Admin fee / account holder | $59 | $1,260-95.3% | $13,901-99.6% | $1,942-97.0% |