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 GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $207,838 |
SANTORI & PETERS, INC.3 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $63,774 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,457 |
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 | $44,189 | $67,512-34.5% | $185,823-76.2% | $93,030-52.5% |
| Participation rate | 74.4% | 67.1%+7.3pp | 81.7%-7.3pp | 73.9%+0.5pp |
| Annual return | 11.53% | 21.04%-9.5pp | 122.05%-110.5pp | 158.70%-147.2pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,199 | $3,035-60.5% | $5,568-78.5% | $4,562-73.7% |
| Admin fee / account holder | $183 | $318-42.3% | $16,237-98.9% | $152+20.9% |