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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $108,421 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,811 |
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 | $121,265 | $50,637+139.5% | $86,590+40.0% | $62,292+94.7% |
| Participation rate | 80.8% | 67.9%+12.9pp | 73.5%+7.3pp | 69.5%+11.3pp |
| Annual return | 16.74% | 20.80%-4.1pp | 964.84%-948.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $4,599 | $2,075+121.6% | $2,839+62.0% | $2,042+125.2% |
| Participant deferral / active EE | $5,614 | $2,611+115.0% | $3,609+55.6% | $3,169+77.2% |
| Admin fee / account holder | $553 | $413+33.9% | $4,906-88.7% | $479+15.4% |