Filed October 26, 2001
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $27,165 |
CENTRAL PACIFIC BANK1+ years Service code 10 · EIN 99-0309010 | Accounting | $16,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,225 | $38,925-60.9% | $73,843-79.4% | $55,191-72.4% |
| Participation rate | 39.4% | 66.0%-26.6pp | 73.4%-34.0pp | 69.2%-29.7pp |
| Annual return | 0.47% | 6.31%-5.8pp | 2267.84%-2267.4pp | 10.78%-10.3pp |
| Employer contribution / active EE | $194 | $1,695-88.5% | $2,787-93.0% | $1,899-89.8% |
| Participant deferral / active EE | $605 | $2,351-74.2% | $3,583-83.1% | $3,046-80.1% |
| Admin fee / account holder | $146 | $83+76.4% | $4,880-97.0% | $91+61.1% |