Filed April 15, 2015
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 |
|---|---|---|
BNC WEALTH MANAGEMENT3 years Service code 26 · EIN 35-2612874 | Advisory (Participants) | $17,761 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $9,126 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 | Pension Consulting | $1,250 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $94 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,025 | $80,724-4.6% | $103,333-25.5% | $74,495+3.4% |
| Participation rate | 78.2% | 65.7%+12.5pp | 74.5%+3.6pp | 67.2%+11.0pp |
| Annual return | 23.11% | 27.56%-4.4pp | 24.88%-1.8pp | 1364.94%-1341.8pp |
| Employer contribution / active EE | $2,945 | $3,157-6.7% | $3,868-23.8% | $2,623+12.3% |
| Participant deferral / active EE | $6,387 | $3,860+65.5% | $5,057+26.3% | $4,346+47.0% |
| Admin fee / account holder | $262 | $2,368-88.9% | $8,355-96.9% | $1,942-86.5% |