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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $240,441 |
SANTORI & PETERS, INC.4 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $45,613 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $18,065 |
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 | $24,608 | $45,000-45.3% | $143,757-82.9% | $77,904-68.4% |
| Participation rate | 91.6% | 66.8%+24.8pp | 80.3%+11.3pp | 73.7%+17.9pp |
| Annual return | -14.72% | 29.03%-43.8pp | -0.04%-14.7pp | 12.21%-26.9pp |
| Employer contribution / active EE | $1,539 | $1,870-17.7% | $4,951-68.9% | $2,848-46.0% |
| Participant deferral / active EE | $3,638 | $3,157+15.2% | $5,637-35.5% | $4,806-24.3% |
| Admin fee / account holder | $148 | $98+50.0% | $14,673-99.0% | $133+11.4% |