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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $47,219 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $13,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,040 | $84,784-42.2% | $98,439-50.2% | $74,419-34.1% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.5pp | 70.7%+29.0pp |
| Annual return | 18.55% | 20.59%-2.0pp | 21.16%-2.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,440 | $3,364-57.2% | $3,048-52.8% | $2,637-45.4% |
| Participant deferral / active EE | $4,385 | $5,218-16.0% | $4,738-7.4% | $4,528-3.2% |
| Admin fee / account holder | $38 | $204-81.5% | $8,948-99.6% | $348-89.1% |