Filed April 8, 2006
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 |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $59,864 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $20,948 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,413 |
STANCORP FINANCIAL GROUP1+ years Filed as: STNCORP FINANCIAL GROUP Service code 19 | Securities Custodian | $1,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,977 | $72,770-28.6% | $67,652-23.2% | $55,191-5.8% |
| Participation rate | 90.1% | 78.8%+11.3pp | 75.7%+14.4pp | 69.2%+20.9pp |
| Annual return | -2.21% | -3.26%+1.0pp | 6625.04%-6627.3pp | 10.78%-13.0pp |
| Employer contribution / active EE | $2,214 | $1,769+25.1% | $2,266-2.3% | $1,899+16.6% |
| Participant deferral / active EE | $4,385 | $3,408+28.7% | $3,560+23.2% | $3,046+44.0% |
| Admin fee / account holder | $173 | $79+119.0% | $4,821-96.4% | $91+90.1% |