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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $43,426 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,967 |
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 | $44,856 | $65,118-31.1% | $76,768-41.6% | $55,725-19.5% |
| Participation rate | 93.1% | 79.6%+13.5pp | 77.0%+16.2pp | 70.9%+22.3pp |
| Annual return | -4.02% | -1.27%-2.8pp | 2.43%-6.4pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,006 | $1,941-48.2% | $2,485-59.5% | $2,078-51.6% |
| Participant deferral / active EE | $4,101 | $3,688+11.2% | $3,852+6.5% | $3,356+22.2% |
| Admin fee / account holder | $246 | $116+112.2% | $6,675-96.3% | $115+113.5% |