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 GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $188,626 |
SANTORI & PETERS, INC.4 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $50,781 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,683 |
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 | $38,798 | $45,000-13.8% | $143,757-73.0% | $77,904-50.2% |
| Participation rate | 75.3% | 66.8%+8.5pp | 80.3%-5.0pp | 73.7%+1.7pp |
| Annual return | -14.06% | 29.03%-43.1pp | -0.04%-14.0pp | 12.21%-26.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,426 | $3,157-54.8% | $5,637-74.7% | $4,806-70.3% |
| Admin fee / account holder | $187 | $98+90.2% | $14,673-98.7% | $133+41.2% |