Filed June 3, 1998 (most recent of 2 filings on file)
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 8-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 | Recordkeeping and information managem... | $53,215 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $45,710 |
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 | $60,221 | $92,090-34.6% | $106,201-43.3% | $77,671-22.5% |
| Participation rate | 75.5% | 81.0%-5.5pp | 75.3%+0.3pp | 70.6%+5.0pp |
| Annual return | 18.11% | 17.89%+0.2pp | 116.26%-98.2pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,896 | $3,368-43.7% | $3,170-40.2% | $2,726-30.5% |
| Participant deferral / active EE | $4,189 | $5,386-22.2% | $5,012-16.4% | $4,648-9.9% |
| Admin fee / account holder | $174 | $219-20.6% | $11,039-98.4% | $430-59.6% |