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 GROUP6+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $41,559 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $35,172 |
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 | $51,538 | $79,519-35.2% | $95,952-46.3% | $73,409-29.8% |
| Participation rate | 92.5% | 81.2%+11.3pp | 77.1%+15.4pp | 72.2%+20.3pp |
| Annual return | 15.48% | 19.20%-3.7pp | 91.61%-76.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $549 | $2,048-73.2% | $2,541-78.4% | $2,234-75.4% |
| Participant deferral / active EE | $4,504 | $4,138+8.8% | $4,167+8.1% | $3,805+18.4% |
| Admin fee / account holder | $206 | $184+11.9% | $6,795-97.0% | $158+30.6% |