Filed October 18, 2004
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 |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY2+ years Filed as: HIRTLE, CALLAGHAN & CO. Service code 27 · EIN 26-2821689 | Advisory (Plan) | $113,065 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $5,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $232,203 | $75,183+208.9% | $123,892+87.4% | $55,167+320.9% |
| Participation rate | 89.4% | 72.8%+16.5pp | 81.4%+8.0pp | 69.0%+20.4pp |
| Annual return | 9.73% | 19.01%-9.3pp | 47.52%-37.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $4,909 | $2,823+73.9% | $4,617+6.3% | $1,963+150.1% |
| Participant deferral / active EE | $9,690 | $5,084+90.6% | $5,984+61.9% | $3,054+217.3% |
| Admin fee / account holder | $938 | $663+41.6% | $8,357-88.8% | $504+86.2% |