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 GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $41,853 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,889 |
Employer contribution per participant 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 | $49,476 | $73,404-32.6% | $87,100-43.2% | $67,579-26.8% |
| Participation rate | 92.4% | 80.9%+11.5pp | 76.9%+15.5pp | 71.3%+21.1pp |
| Annual return | 19.68% | 48.29%-28.6pp | 28.19%-8.5pp | 378.56%-358.9pp |
| Employer contribution / active EE | $517 | $2,014-74.3% | $2,521-79.5% | $2,148-75.9% |
| Participant deferral / active EE | $4,267 | $3,913+9.0% | $4,049+5.4% | $3,539+20.5% |
| Admin fee / account holder | $216 | $142+52.8% | $7,497-97.1% | $142+52.1% |