Filed December 14, 2015 (most recent of 2 filings on file)
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 ... | $138,543 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,497 |
Employer contribution per participant 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 | $110,673 | $80,177+38.0% | $123,892-10.7% | $57,658+91.9% |
| Participation rate | 87.2% | 74.4%+12.8pp | 81.4%+5.8pp | 70.2%+17.0pp |
| Annual return | 7.49% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $11,187 | $5,130+118.1% | $5,984+86.9% | $3,061+265.5% |
| Admin fee / account holder | $209 | $106+96.6% | $8,357-97.5% | $95+121.1% |