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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $80,481 |
VALMARK ADVISERS INC4+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $19,998 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $5,468 |
Annual investment return 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 | $106,068 | $73,404+44.5% | $87,100+21.8% | $67,579+57.0% |
| Participation rate | 94.0% | 80.9%+13.2pp | 76.9%+17.2pp | 71.3%+22.7pp |
| Annual return | 7.25% | 48.29%-41.0pp | 28.19%-20.9pp | 378.56%-371.3pp |
| Employer contribution / active EE | $1,482 | $2,014-26.4% | $2,521-41.2% | $2,148-31.0% |
| Participant deferral / active EE | $4,606 | $3,913+17.7% | $4,049+13.8% | $3,539+30.2% |
| Admin fee / account holder | $208 | $142+46.9% | $7,497-97.2% | $142+46.2% |