Filed August 11, 2008
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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $27,906 |
Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $17,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,606 | $42,548+16.6% | $74,550-33.5% | $56,287-11.9% |
| Participation rate | 76.2% | 60.5%+15.7pp | 69.1%+7.1pp | 69.9%+6.4pp |
| Annual return | -5.71% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $565 | $855-33.9% | $1,961-71.2% | $2,111-73.2% |
| Participant deferral / active EE | $3,439 | $2,277+51.0% | $3,108+10.6% | $3,350+2.7% |
| Admin fee / account holder | $327 | $467-30.0% | $5,060-93.5% | $521-37.2% |