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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $83,956 |
VALMARK ADVISERS INC5+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $19,997 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $4,545 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,554 | $79,519+22.7% | $95,952+1.7% | $73,409+32.9% |
| Participation rate | 97.2% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | -5.48% | 19.20%-24.7pp | 91.61%-97.1pp | 59.29%-64.8pp |
| Employer contribution / active EE | $2,809 | $2,048+37.2% | $2,541+10.6% | $2,234+25.8% |
| Participant deferral / active EE | $5,475 | $4,138+32.3% | $4,167+31.4% | $3,805+43.9% |
| Admin fee / account holder | $237 | $184+28.5% | $6,795-96.5% | $158+50.0% |