Filed February 1, 2006 (most recent of 3 filings on file)
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 GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $84,821 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $30,661 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,210 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,254 | $50,982-5.4% | $154,803-68.8% | $85,563-43.6% |
| Participation rate | 73.4% | 59.8%+13.7pp | 78.1%-4.6pp | 66.0%+7.5pp |
| Annual return | 15.24% | 30.35%-15.1pp | 58.88%-43.6pp | 31.51%-16.3pp |
| Employer contribution / active EE | $242 | $1,708-85.8% | $4,305-94.4% | $2,654-90.9% |
| Participant deferral / active EE | $3,108 | $2,474+25.6% | $5,540-43.9% | $4,375-29.0% |
| Admin fee / account holder | $153 | $846-81.9% | $14,329-98.9% | $834-81.6% |