Filed January 23, 2006
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 |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $22,521 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $10,961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,392 | $98,982-47.1% | $162,163-67.7% | $65,185-19.6% |
| Participation rate | 93.2% | 85.8%+7.5pp | 87.6%+5.7pp | 70.2%+23.0pp |
| Annual return | 34.34% | 24.84%+9.5pp | 115.59%-81.3pp | 29.38%+5.0pp |
| Employer contribution / active EE | $1,251 | $3,467-63.9% | $5,614-77.7% | $2,177-42.5% |
| Participant deferral / active EE | $3,287 | $5,384-38.9% | $7,298-55.0% | $3,514-6.4% |
| Admin fee / account holder | $169 | $596-71.6% | $10,843-98.4% | $847-80.0% |