Filed September 23, 2014 (most recent of 2 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 9-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 | Direct payment from the plan; Recordk... | $238,654 |
SANTORI & PETERS, INC.5 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $49,576 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $15,324 |
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 | $29,391 | $50,127-41.4% | $149,673-80.4% | $80,160-63.3% |
| Participation rate | 90.2% | 64.3%+26.0pp | 78.8%+11.5pp | 72.9%+17.3pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $777 | $1,865-58.4% | $4,818-83.9% | $2,978-73.9% |
| Participant deferral / active EE | $3,633 | $3,194+13.7% | $5,680-36.0% | $5,017-27.6% |
| Admin fee / account holder | $142 | $153-6.9% | $13,210-98.9% | $145-2.0% |