Filed December 31, 2013
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 |
|---|---|---|
STANDARD FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $43,832 |
STANCORP FINANCIAL GROUP4+ years Service code 19 | Securities Custodian | $1,744 |
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 | $14,348 | $43,999-67.4% | $79,464-81.9% | $55,725-74.3% |
| Participation rate | 80.9% | 66.9%+13.9pp | 73.3%+7.5pp | 70.9%+10.0pp |
| Annual return | -5.26% | 1.81%-7.1pp | 718.14%-723.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $931 | $1,830-49.1% | $2,800-66.8% | $2,078-55.2% |
| Participant deferral / active EE | $2,610 | $2,538+2.8% | $3,704-29.5% | $3,356-22.2% |
| Admin fee / account holder | $118 | $118+0.8% | $5,113-97.7% | $115+2.9% |