Filed April 22, 1994
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $128,697 |
RELIANCE TRUST COMPANY1+ years Service code 59 1100 ABERNATHY ROAD NE · ATLANTA, GA 30328 | Shareholder Servicing | $10,196 |
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 13-3385019 | Accounting | $6,900 |
MCDERMOTT WILL & EMERY LLP1+ years Service code 29 340 MADISON AVENUE · NEW YORK, NY 101731922 | Legal | $4,252 |
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 | $34,598 | $62,324-44.5% | $68,509-49.5% | $55,191-37.3% |
| Participation rate | 90.3% | 78.9%+11.4pp | 74.7%+15.6pp | 69.2%+21.2pp |
| Annual return | 0.78% | 4.26%-3.5pp | 8.27%-7.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,478 | $2,223-33.5% | $2,278-35.1% | $1,899-22.1% |
| Participant deferral / active EE | $1,963 | $3,425-42.7% | $3,382-42.0% | $3,046-35.6% |
| Admin fee / account holder | $123 | $91+34.3% | $5,275-97.7% | $91+35.1% |