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 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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $348,801 |
SANTORI & PETERS, INC.1 year Service code 27 · EIN 25-1519434 | Advisory (Plan) | $55,106 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,238 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,838 | $47,456-35.0% | $172,739-82.1% | $77,787-60.4% |
| Participation rate | 76.6% | 66.3%+10.3pp | 82.6%-6.0pp | 73.2%+3.4pp |
| Annual return | 17.28% | 35.57%-18.3pp | 802.84%-785.6pp | 32.57%-15.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $899 | $2,560-64.9% | $5,198-82.7% | $3,967-77.3% |
| Admin fee / account holder | $211 | $81+161.1% | $13,954-98.5% | $100+111.0% |