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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,621 |
STANCORP FINANCIAL GROUP6+ years Service code 19 | Securities Custodian | $1,943 |
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 | $20,373 | $52,670-61.3% | $90,404-77.5% | $73,409-72.2% |
| Participation rate | 94.5% | 67.7%+26.9pp | 72.7%+21.9pp | 72.2%+22.4pp |
| Annual return | 12.85% | 20.70%-7.9pp | 1293.02%-1280.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $1,155 | $1,872-38.3% | $3,262-64.6% | $2,234-48.3% |
| Participant deferral / active EE | $2,819 | $2,807+0.4% | $3,963-28.9% | $3,805-25.9% |
| Admin fee / account holder | $126 | $117+8.3% | $5,611-97.7% | $158-19.9% |