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 GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $96,348 |
VALMARK ADVISERS INC8+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $24,849 |
RELIANCE TRUST COMPANY6 years Service code 19 · EIN 58-1428634 | Securities Custodian | $3,182 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,031 | $99,078+26.2% | $96,544+29.5% | $74,419+68.0% |
| Participation rate | 93.7% | 80.7%+13.0pp | 76.0%+17.7pp | 70.7%+23.0pp |
| Annual return | -5.21% | 22.48%-27.7pp | 25.84%-31.1pp | 34.38%-39.6pp |
| Employer contribution / active EE | $1,936 | $2,570-24.7% | $2,965-34.7% | $2,637-26.6% |
| Participant deferral / active EE | $6,745 | $4,933+36.7% | $4,851+39.0% | $4,528+49.0% |
| Admin fee / account holder | $341 | $225+52.0% | $8,252-95.9% | $348-1.8% |