Filed October 18, 2004
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); Cl... | $51,331 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $166,290 | $79,171+110.0% | $102,423+62.4% | $74,495+123.2% |
| Participation rate | 86.1% | 74.8%+11.3pp | 76.5%+9.6pp | 67.2%+18.9pp |
| Annual return | 15.92% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $2,746 | $2,362+16.3% | $3,023-9.2% | $2,623+4.7% |
| Participant deferral / active EE | $3,131 | $4,415-29.1% | $5,053-38.0% | $4,346-28.0% |
| Admin fee / account holder | $20 | $2,001-99.0% | $9,451-99.8% | $1,942-99.0% |