Filed January 15, 2015 (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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,802 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS, LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $16,943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $33,730 | $65,908-48.8% | $81,812-58.8% | $77,643-56.6% |
| Participation rate | 21.4% | 65.8%-44.4pp | 72.3%-51.0pp | 70.6%-49.2pp |
| Annual return | 16.73% | 26.64%-9.9pp | 773.79%-757.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $327 | $2,370-86.2% | $2,912-88.8% | $2,726-88.0% |
| Participant deferral / active EE | $1,100 | $3,505-68.6% | $4,319-74.5% | $4,647-76.3% |
| Admin fee / account holder | $111 | $526-78.8% | $7,386-98.5% | $430-74.1% |