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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $99,901 |
VALMARK ADVISERS INC7+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $19,997 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,920 | $72,254+92.3% | $86,677+60.3% | $64,808+114.4% |
| Participation rate | 98.0% | 80.4%+17.6pp | 76.6%+21.4pp | 71.5%+26.6pp |
| Annual return | 5.16% | 392.42%-387.3pp | 35.91%-30.7pp | 32.82%-27.7pp |
| Employer contribution / active EE | $1,379 | $2,393-42.4% | $2,836-51.4% | $2,506-45.0% |
| Participant deferral / active EE | $7,109 | $4,658+52.6% | $4,656+52.7% | $4,310+64.9% |
| Admin fee / account holder | $338 | $174+94.3% | $7,493-95.5% | $188+79.9% |