Filed March 6, 2009
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $57,653 |
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 | Advisory (Plan) | $21,774 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,470 | $46,173-60.0% | $170,442-89.2% | $69,631-73.5% |
| Participation rate | 81.1% | 63.9%+17.2pp | 83.6%-2.5pp | 70.7%+10.4pp |
| Annual return | 14.33% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $887 | $1,610-44.9% | $5,433-83.7% | $2,032-56.4% |
| Participant deferral / active EE | $1,029 | $2,080-50.5% | $4,939-79.2% | $3,224-68.1% |
| Admin fee / account holder | $149 | $116+28.4% | $13,880-98.9% | $110+34.8% |