Filed December 29, 1992
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 GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $4,884 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,009 | $47,898-31.1% | $117,472-71.9% | $64,808-49.1% |
| Participation rate | 46.4% | 61.9%-15.5pp | 70.6%-24.2pp | 71.5%-25.0pp |
| Annual return | -11.81% | -15.54%+3.7pp | 29.74%-41.5pp | 32.82%-44.6pp |
| Employer contribution / active EE | $317 | $1,774-82.1% | $4,176-92.4% | $2,506-87.3% |
| Participant deferral / active EE | $1,204 | $3,151-61.8% | $4,070-70.4% | $4,310-72.1% |
| Admin fee / account holder | $89 | $132-32.7% | $5,645-98.4% | $188-52.7% |