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) | $26,090 |
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $12,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,949 | $136,307-54.6% | $177,821-65.2% | $73,488-15.7% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.7%+6.6pp | 70.7%+23.6pp |
| Annual return | 18.11% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,416 | $3,712-34.9% | $5,918-59.2% | $2,270+6.4% |
| Participant deferral / active EE | $4,169 | $5,829-28.5% | $7,714-46.0% | $3,740+11.5% |
| Admin fee / account holder | $179 | $596-69.9% | $12,427-98.6% | $513-65.1% |