Filed December 20, 2005
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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $49,476 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,825 | $36,916+2.5% | $156,549-75.8% | $57,658-34.4% |
| Participation rate | 55.1% | 63.4%-8.3pp | 84.0%-28.9pp | 70.2%-15.1pp |
| Annual return | 7.70% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $738 | $1,571-53.0% | $5,501-86.6% | $1,974-62.6% |
| Participant deferral / active EE | $1,875 | $1,926-2.6% | $4,871-61.5% | $3,061-38.7% |
| Admin fee / account holder | $295 | $82+257.7% | $13,027-97.7% | $95+212.1% |