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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $228,475 |
SANTORI & PETERS, INC.2 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $57,031 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,990 |
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 | $36,299 | $56,095-35.3% | $178,490-79.7% | $90,288-59.8% |
| Participation rate | 75.5% | 65.6%+9.9pp | 81.9%-6.5pp | 73.4%+2.1pp |
| Annual return | 12.20% | 28.81%-16.6pp | 151.07%-138.9pp | 53.97%-41.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $1,046 | $2,669-60.8% | $5,202-79.9% | $4,232-75.3% |
| Admin fee / account holder | $164 | $101+62.8% | $13,984-98.8% | $114+43.6% |