Filed December 17, 2012
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 GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $44,575 |
BAIRD FUNDS5 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $20,528 |
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 | $26,701 | $65,061-59.0% | $143,757-81.4% | $66,914-60.1% |
| Participation rate | 87.6% | 65.2%+22.4pp | 80.3%+7.3pp | 69.8%+17.8pp |
| Annual return | -14.96% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $967 | $2,361-59.1% | $4,951-80.5% | $2,544-62.0% |
| Participant deferral / active EE | $3,201 | $2,919+9.7% | $5,637-43.2% | $4,237-24.4% |
| Admin fee / account holder | $246 | $502-51.0% | $14,673-98.3% | $593-58.5% |