Filed September 26, 2005
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+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Ot... | $67,843 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $6,552 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,182 | $38,925+46.9% | $73,843-22.6% | $55,191+3.6% |
| Participation rate | 81.1% | 66.0%+15.0pp | 73.4%+7.6pp | 69.2%+11.9pp |
| Annual return | 0.15% | 6.31%-6.2pp | 2267.84%-2267.7pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,568 | $1,695-7.5% | $2,787-43.8% | $1,899-17.4% |
| Participant deferral / active EE | $3,841 | $2,351+63.4% | $3,583+7.2% | $3,046+26.1% |
| Admin fee / account holder | $5 | $83-93.6% | $4,880-99.9% | $91-94.1% |