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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $93,433 |
VALMARK ADVISERS INC9+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $27,053 |
RELIANCE TRUST COMPANY7 years Service code 19 · EIN 58-1428634 | Securities Custodian | $2,052 |
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 | $146,326 | $88,890+64.6% | $102,423+42.9% | $77,643+88.5% |
| Participation rate | 92.8% | 80.9%+11.9pp | 76.5%+16.3pp | 70.6%+22.2pp |
| Annual return | 19.90% | 24.98%-5.1pp | 29.32%-9.4pp | 31.24%-11.3pp |
| Employer contribution / active EE | $9,091 | $2,698+237.0% | $3,023+200.7% | $2,726+233.5% |
| Participant deferral / active EE | $6,506 | $5,145+26.4% | $5,053+28.8% | $4,647+40.0% |
| Admin fee / account holder | $321 | $235+36.1% | $9,451-96.6% | $430-25.5% |