Filed May 18, 2018 (most recent of 3 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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $89,422 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $124 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,870 | $46,292-37.6% | $143,757-79.9% | $64,808-55.5% |
| Participation rate | 94.9% | 64.2%+30.7pp | 80.3%+14.6pp | 71.5%+23.4pp |
| Annual return | -14.58% | -10.05%-4.5pp | -0.04%-14.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,344 | $1,910-29.6% | $4,951-72.9% | $2,506-46.4% |
| Participant deferral / active EE | $3,373 | $2,646+27.5% | $5,637-40.2% | $4,310-21.8% |
| Admin fee / account holder | $87 | $154-43.6% | $14,673-99.4% | $188-53.8% |