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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $204,125 |
SANTORI & PETERS, INC.2 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $27,163 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,730 |
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 | $18,880 | $56,095-66.3% | $178,490-89.4% | $90,288-79.1% |
| Participation rate | 70.4% | 65.6%+4.8pp | 81.9%-11.6pp | 73.4%-3.0pp |
| Annual return | 18.51% | 28.81%-10.3pp | 151.07%-132.6pp | 53.97%-35.5pp |
| Employer contribution / active EE | $651 | $1,572-58.6% | $5,011-87.0% | $2,524-74.2% |
| Participant deferral / active EE | $2,076 | $2,669-22.2% | $5,202-60.1% | $4,232-50.9% |
| Admin fee / account holder | $116 | $101+15.6% | $13,984-99.2% | $114+2.0% |