Filed November 1, 1999 (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 GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $75,807 |
VALMARK ADVISERS INC3+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $19,998 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $5,386 |
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 | $104,671 | $65,118+60.7% | $76,768+36.3% | $55,725+87.8% |
| Participation rate | 93.2% | 79.6%+13.6pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | 11.76% | -1.27%+13.0pp | 2.43%+9.3pp | 244.93%-233.2pp |
| Employer contribution / active EE | $2,484 | $1,941+28.0% | $2,4850% | $2,078+19.5% |
| Participant deferral / active EE | $4,458 | $3,688+20.9% | $3,852+15.7% | $3,356+32.8% |
| Admin fee / account holder | $195 | $116+68.1% | $6,675-97.1% | $115+69.1% |