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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $60,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,712 | $47,722-60.8% | $82,719-77.4% | $64,808-71.1% |
| Participation rate | 90.7% | 67.6%+23.1pp | 72.6%+18.1pp | 71.5%+19.2pp |
| Annual return | -16.43% | -13.05%-3.4pp | 701.18%-717.6pp | 32.82%-49.2pp |
| Employer contribution / active EE | $1,080 | $2,179-50.5% | $3,009-64.1% | $2,506-56.9% |
| Participant deferral / active EE | $3,160 | $3,329-5.1% | $4,395-28.1% | $4,310-26.7% |
| Admin fee / account holder | $127 | $143-10.9% | $5,329-97.6% | $188-32.2% |