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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $102,884 |
VALMARK ADVISERS INC10+ years Filed as: VALLMARK ADVISERS, INC. Service code 27 · EIN 31-1509466 | Advisory (Plan) | $30,193 |
RELIANCE TRUST COMPANY8 years Service code 19 · EIN 58-1428634 | Securities Custodian | $2,248 |
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 | $146,637 | $98,727+48.5% | $113,168+29.6% | $85,563+71.4% |
| Participation rate | 96.5% | 80.8%+15.7pp | 76.6%+19.9pp | 66.0%+30.5pp |
| Annual return | 6.65% | 17.43%-10.8pp | 24.27%-17.6pp | 31.51%-24.9pp |
| Employer contribution / active EE | $9,142 | $2,907+214.5% | $2,975+207.3% | $2,654+244.5% |
| Participant deferral / active EE | $7,619 | $5,424+40.5% | $5,107+49.2% | $4,375+74.1% |
| Admin fee / account holder | $330 | $357-7.4% | $12,068-97.3% | $834-60.4% |