Filed October 11, 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; Claims ... | $48,142 |
BOKF, NA4+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $11,420 |
Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $5,003 |
Filed as: MORGAN STANLEY DW INC. Service code 71 · EIN 94-1671384 | Brokerage Fees | $0 |
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 | $38,270 | $65,223-41.3% | $80,019-52.2% | $55,725-31.3% |
| Participation rate | 97.8% | 80.6%+17.3pp | 75.8%+22.0pp | 70.9%+27.0pp |
| Annual return | -5.82% | 7.59%-13.4pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,204 | $2,544-52.7% | $2,468-51.2% | $2,078-42.1% |
| Participant deferral / active EE | $3,660 | $3,881-5.7% | $3,686-0.7% | $3,356+9.1% |
| Admin fee / account holder | $47 | $114-58.8% | $6,521-99.3% | $115-59.1% |