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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $96,349 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,781 |
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 | $110,277 | $44,873+145.8% | $79,464+38.8% | $56,287+95.9% |
| Participation rate | 83.3% | 68.7%+14.5pp | 73.3%+9.9pp | 69.9%+13.4pp |
| Annual return | -4.04% | 0.81%-4.9pp | 718.14%-722.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,672 | $2,140+118.3% | $2,800+66.8% | $2,111+121.3% |
| Participant deferral / active EE | $5,753 | $2,746+109.5% | $3,704+55.3% | $3,350+71.7% |
| Admin fee / account holder | $532 | $418+27.2% | $5,113-89.6% | $521+2.2% |