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 INC3+ years Filed as: SECURITIES AMERICA ADVISORS, INC Service code 27 · EIN 47-0648506 | Advisory (Plan) | $58,892 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,928 |
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 | $43,022 | $46,173-6.8% | $170,442-74.8% | $69,631-38.2% |
| Participation rate | 47.2% | 63.9%-16.7pp | 83.6%-36.4pp | 70.7%-23.5pp |
| Annual return | 22.59% | 21.62%+1.0pp | 205.93%-183.3pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $628 | $1,610-61.0% | $5,433-88.4% | $2,032-69.1% |
| Participant deferral / active EE | $1,584 | $2,080-23.9% | $4,939-67.9% | $3,224-50.9% |
| Admin fee / account holder | $300 | $116+158.3% | $13,880-97.8% | $110+171.2% |