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 GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $158,019 |
SANTORI & PETERS, INC.6 years Service code 27 · EIN 25-1519434 | Advisory (Plan) | $53,895 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,025 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,057 | $53,136-3.9% | $155,509-67.2% | $199,593-74.4% |
| Participation rate | 72.6% | 64.1%+8.5pp | 78.2%-5.6pp | 72.0%+0.6pp |
| Annual return | 11.50% | 41.15%-29.7pp | 64.67%-53.2pp | 34.25%-22.8pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,284 | $3,161-59.4% | $5,626-77.2% | $5,087-74.8% |
| Admin fee / account holder | $197 | $185+6.5% | $15,912-98.8% | $269-26.5% |