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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,542 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $22,135 |
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.
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 | $21,118 | $52,293-59.6% | $178,490-88.2% | $73,409-71.2% |
| Participation rate | 51.0% | 65.3%-14.4pp | 81.9%-30.9pp | 72.2%-21.2pp |
| Annual return | 3.95% | 34.75%-30.8pp | 151.07%-147.1pp | 59.29%-55.3pp |
| Employer contribution / active EE | $840 | $1,735-51.6% | $5,011-83.2% | $2,234-62.4% |
| Participant deferral / active EE | $833 | $2,332-64.3% | $5,202-84.0% | $3,805-78.1% |
| Admin fee / account holder | $154 | $127+20.9% | $13,984-98.9% | $158-2.5% |