Filed August 26, 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 | Custodial (securities); Sub-transfer ... | $180,154 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $156,489 |
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.
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 | $102,745 | $85,199+20.6% | $57,179+79.7% | $63,975+60.6% |
| Participation rate | 67.9% | 74.0%-6.1pp | 75.3%-7.4pp | 71.1%-3.2pp |
| Annual return | 6.07% | 10.43%-4.4pp | 14.59%-8.5pp | 48.65%-42.6pp |
| Employer contribution / active EE | $2,573 | $3,446-25.4% | $2,682-4.1% | $2,182+17.9% |
| Participant deferral / active EE | $2,797 | $3,109-10.0% | $3,096-9.7% | $3,356-16.7% |
| Admin fee / account holder | $232 | $39+500.8% | $3,139-92.6% | $70+229.5% |