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 GROUP2 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $114,259 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $7,241 |
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 | $44,676 | $74,347-39.9% | $93,606-52.3% | $67,579-33.9% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.2pp | 71.3%+27.7pp |
| Annual return | 22.78% | 28.07%-5.3pp | 32.76%-10.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,179 | $2,583-54.3% | $2,718-56.6% | $2,148-45.1% |
| Participant deferral / active EE | $3,584 | $4,060-11.7% | $4,069-11.9% | $3,539+1.3% |
| Admin fee / account holder | $108 | $123-11.7% | $7,888-98.6% | $142-23.9% |