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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,569 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,782 |
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 | $49,102 | $72,254-32.0% | $86,677-43.3% | $64,808-24.2% |
| Participation rate | 94.8% | 80.4%+14.4pp | 76.6%+18.2pp | 71.5%+23.3pp |
| Annual return | -16.19% | 392.42%-408.6pp | 35.91%-52.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $566 | $2,393-76.3% | $2,836-80.0% | $2,506-77.4% |
| Participant deferral / active EE | $4,649 | $4,658-0.2% | $4,656-0.1% | $4,310+7.9% |
| Admin fee / account holder | $250 | $174+43.9% | $7,493-96.7% | $188+33.3% |