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) | $25,273 |
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $20,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,191 | $130,194-56.1% | $169,993-66.4% | $71,457-20.0% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.0%+9.6pp | 67.9%+28.7pp |
| Annual return | 17.86% | 20.37%-2.5pp | 53.37%-35.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,255 | $4,381-48.5% | $6,785-66.8% | $2,588-12.9% |
| Participant deferral / active EE | $4,784 | $6,923-30.9% | $10,408-54.0% | $4,289+11.5% |
| Admin fee / account holder | $152 | $966-84.3% | $12,815-98.8% | $1,587-90.4% |