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 GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $166,806 |
SANTORI & PETERS, INC.5 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $52,417 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,523 |
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 | $44,901 | $50,127-10.4% | $149,673-70.0% | $80,160-44.0% |
| Participation rate | 73.7% | 64.3%+9.4pp | 78.8%-5.0pp | 72.9%+0.8pp |
| Annual return | 14.18% | 29.82%-15.6pp | 134.42%-120.2pp | 40.38%-26.2pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $1,224 | $3,194-61.7% | $5,680-78.5% | $5,017-75.6% |
| Admin fee / account holder | $183 | $153+19.6% | $13,210-98.6% | $145+26.0% |