Filed May 25, 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 | Custodial (other than securities); Di... | $39,692 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $11,250 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 P O BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $1,315 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,979 | $122,239-9.2% | $184,203-39.8% | $74,495+49.0% |
| Participation rate | 96.8% | 85.5%+11.3pp | 86.8%+9.9pp | 67.2%+29.6pp |
| Annual return | 13.05% | 19.95%-6.9pp | 28.81%-15.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,142 | $4,537+35.4% | $6,427-4.4% | $2,623+134.2% |
| Participant deferral / active EE | $5,757 | $7,139-19.4% | $9,131-37.0% | $4,346+32.5% |
| Admin fee / account holder | $73 | $1,260-94.2% | $13,901-99.5% | $1,942-96.2% |