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 GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $45,141 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $18,174 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,057 | $136,266-69.9% | $90,749-54.8% | $77,904-47.3% |
| Participation rate | 98.8% | 86.6%+12.2pp | 75.7%+23.1pp | 73.7%+25.1pp |
| Annual return | -14.44% | -11.32%-3.1pp | -12.16%-2.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,350 | $4,215-68.0% | $2,921-53.8% | $2,848-52.6% |
| Participant deferral / active EE | $4,106 | $6,353-35.4% | $4,564-10.0% | $4,806-14.6% |
| Admin fee / account holder | $37 | $399-90.8% | $8,445-99.6% | $133-72.2% |