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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $20,794 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $12,228 |
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 | $105,773 | $130,194-18.8% | $169,993-37.8% | $71,457+48.0% |
| Participation rate | 99.1% | 86.1%+12.9pp | 87.0%+12.1pp | 67.9%+31.2pp |
| Annual return | 14.65% | 20.37%-5.7pp | 53.37%-38.7pp | 28.85%-14.2pp |
| Employer contribution / active EE | $5,902 | $4,381+34.7% | $6,785-13.0% | $2,588+128.1% |
| Participant deferral / active EE | $5,439 | $6,923-21.4% | $10,408-47.7% | $4,289+26.8% |
| Admin fee / account holder | $256 | $966-73.5% | $12,815-98.0% | $1,587-83.9% |