Filed December 7, 2016 (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 4-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; Shareho... | $16,002 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,233 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,928 | $102,553+1.3% | $151,611-31.5% | $66,914+55.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.82% | -10.82%-1.0pp | 3.33%-15.1pp | 1.58%-13.4pp |
| Employer contribution / active EE | $5,502 | $4,180+31.6% | $6,166-10.8% | $2,544+116.2% |
| Participant deferral / active EE | $4,309 | $6,641-35.1% | $8,363-48.5% | $4,237+1.7% |
| Admin fee / account holder | $221 | $630-64.8% | $11,616-98.1% | $593-62.7% |