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) | $25,744 |
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,806 |
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 | $50,993 | $102,553-50.3% | $151,611-66.4% | $66,914-23.8% |
| Participation rate | 94.1% | 85.5%+8.6pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -18.40% | -10.82%-7.6pp | 3.33%-21.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,355 | $4,180-43.7% | $6,166-61.8% | $2,544-7.4% |
| Participant deferral / active EE | $4,349 | $6,641-34.5% | $8,363-48.0% | $4,237+2.6% |
| Admin fee / account holder | $158 | $630-75.0% | $11,616-98.6% | $593-73.4% |