Filed July 10, 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; Custodi... | $31,570 |
Filed as: GREGORY J. SCHWARTZ & CO., INC. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $23,055 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,574 | $73,638-35.4% | $95,952-50.4% | $73,488-35.3% |
| Participation rate | 91.0% | 76.2%+14.8pp | 77.1%+13.9pp | 70.7%+20.3pp |
| Annual return | 17.02% | 16.78%+0.2pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,927 | $1,863+3.4% | $2,541-24.2% | $2,270-15.1% |
| Participant deferral / active EE | $3,014 | $3,617-16.7% | $4,167-27.7% | $3,740-19.4% |
| Admin fee / account holder | $167 | $482-65.3% | $6,795-97.5% | $513-67.4% |