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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Other fees; R... | $87,070 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,676 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,431 | $46,292-62.3% | $143,757-87.9% | $64,808-73.1% |
| Participation rate | 64.0% | 64.2%-0.2pp | 80.3%-16.3pp | 71.5%-7.4pp |
| Annual return | -13.24% | -10.05%-3.2pp | -0.04%-13.2pp | 32.82%-46.1pp |
| Employer contribution / active EE | $545 | $1,910-71.5% | $4,951-89.0% | $2,506-78.3% |
| Participant deferral / active EE | $1,067 | $2,646-59.7% | $5,637-81.1% | $4,310-75.3% |
| Admin fee / account holder | $119 | $154-22.7% | $14,673-99.2% | $188-36.7% |