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 GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $47,611 |
STANCORP FINANCIAL GROUP5+ years Service code 19 | Securities Custodian | $1,613 |
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 | $17,302 | $54,237-68.1% | $90,281-80.8% | $67,579-74.4% |
| Participation rate | 93.2% | 68.6%+24.5pp | 73.3%+19.9pp | 71.3%+21.9pp |
| Annual return | 27.55% | 37.27%-9.7pp | 78.10%-50.5pp | 378.56%-351.0pp |
| Employer contribution / active EE | $1,025 | $1,846-44.5% | $2,854-64.1% | $2,148-52.3% |
| Participant deferral / active EE | $2,698 | $2,625+2.8% | $3,885-30.6% | $3,539-23.8% |
| Admin fee / account holder | $115 | $123-6.8% | $5,351-97.9% | $142-19.2% |