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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $3,699,270 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $1,528,982 |
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 | $49,678 | $85,135-41.6% | $98,907-49.8% | $73,409-32.3% |
| Participation rate | 97.3% | 81.1%+16.2pp | 76.0%+21.3pp | 72.2%+25.1pp |
| Annual return | 16.74% | 19.14%-2.4pp | 196.43%-179.7pp | 59.29%-42.6pp |
| Employer contribution / active EE | $1,272 | $2,721-53.2% | $2,689-52.7% | $2,234-43.0% |
| Participant deferral / active EE | $3,881 | $4,349-10.8% | $4,244-8.6% | $3,805+2.0% |
| Admin fee / account holder | $34 | $139-75.5% | $6,642-99.5% | $158-78.4% |