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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $65,835 |
Filed as: ROYAL ALLICANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $13,861 |
Filed as: SIGNATOR INVESTORS, INC. Service code 27 · EIN 04-2442399 | Advisory (Plan) | $8,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,667 | $62,928-68.7% | $172,739-88.6% | $67,579-70.9% |
| Participation rate | 60.8% | 64.5%-3.7pp | 82.6%-21.9pp | 71.3%-10.5pp |
| Annual return | 5.79% | 30.36%-24.6pp | 802.84%-797.1pp | 378.56%-372.8pp |
| Employer contribution / active EE | $492 | $1,636-70.0% | $5,143-90.4% | $2,148-77.1% |
| Participant deferral / active EE | $923 | $2,145-57.0% | $5,198-82.2% | $3,539-73.9% |
| Admin fee / account holder | $166 | $167-0.7% | $13,954-98.8% | $142+16.3% |