Filed October 27, 2008
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 GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $5,312 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40 |
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 | $49,827 | $62,928-20.8% | $172,739-71.2% | $67,579-26.3% |
| Participation rate | 21.3% | 64.5%-43.1pp | 82.6%-61.3pp | 71.3%-50.0pp |
| Annual return | 7.18% | 30.36%-23.2pp | 802.84%-795.7pp | 378.56%-371.4pp |
| Employer contribution / active EE | $412 | $1,636-74.8% | $5,143-92.0% | $2,148-80.8% |
| Participant deferral / active EE | $1,054 | $2,145-50.9% | $5,198-79.7% | $3,539-70.2% |
| Admin fee / account holder | $54 | $167-67.4% | $13,954-99.6% | $142-61.9% |