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 GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $4,357 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $60,747 | $65,241-6.9% | $126,539-52.0% | $85,563-29.0% |
| Participation rate | 23.5% | 48.6%-25.1pp | 69.8%-46.3pp | 66.0%-42.4pp |
| Annual return | 13.23% | 42.19%-29.0pp | 425.95%-412.7pp | 31.51%-18.3pp |
| Employer contribution / active EE | $242 | $1,937-87.5% | $3,674-93.4% | $2,654-90.9% |
| Participant deferral / active EE | $1,370 | $3,032-54.8% | $4,083-66.5% | $4,375-68.7% |
| Admin fee / account holder | $24 | $1,031-97.7% | $6,065-99.6% | $834-97.1% |