Filed April 25, 2015
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 | Distribution (12b-1) fees; Recordkeep... | $79,159 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,460 |
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $7,741 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,607 | $43,423+145.5% | $78,689+35.5% | $55,167+93.2% |
| Participation rate | 84.3% | 68.0%+16.3pp | 73.6%+10.8pp | 69.0%+15.3pp |
| Annual return | 7.33% | 11.53%-4.2pp | 62.18%-54.8pp | 169.23%-161.9pp |
| Employer contribution / active EE | $4,552 | $1,997+128.0% | $2,851+59.7% | $1,963+131.9% |
| Participant deferral / active EE | $5,159 | $2,509+105.6% | $3,517+46.7% | $3,054+68.9% |
| Admin fee / account holder | $473 | $416+13.8% | $4,510-89.5% | $504-6.1% |