Filed June 15, 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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $75,468 |
Filed as: SHEPARD FINANCIAL ADVISORY LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $16,667 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,674 | $82,917-69.0% | $103,333-75.2% | $77,643-66.9% |
| Participation rate | 99.2% | 71.6%+27.6pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 12.77% | 19.13%-6.4pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,199 | $3,552-66.2% | $3,868-69.0% | $2,726-56.0% |
| Participant deferral / active EE | $3,704 | $4,108-9.8% | $5,057-26.8% | $4,647-20.3% |
| Admin fee / account holder | $106 | $638-83.4% | $8,355-98.7% | $430-75.4% |