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 GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,194 |
GLOBAL RETIREMENT PARTNERS LLC7+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $42,968 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,670 | $185,342-71.6% | $111,297-52.7% | $86,799-39.3% |
| Participation rate | 91.9% | 81.0%+10.9pp | 77.3%+14.6pp | 72.3%+19.6pp |
| Annual return | 13.03% | 500.80%-487.8pp | 54.65%-41.6pp | 97.91%-84.9pp |
| Employer contribution / active EE | $532 | $2,246-76.3% | $2,731-80.5% | $2,405-77.9% |
| Participant deferral / active EE | $4,416 | $4,458-0.9% | $4,487-1.6% | $4,131+6.9% |
| Admin fee / account holder | $222 | $255-13.0% | $7,964-97.2% | $170+31.1% |