Filed September 10, 2015 (most recent of 3 filings on file)
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 9-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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $63,662 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,071 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,199 | $56,767-32.7% | $101,794-62.5% | $85,563-55.4% |
| Participation rate | 22.9% | 57.6%-34.7pp | 69.2%-46.3pp | 66.0%-43.1pp |
| Annual return | 16.16% | 17.76%-1.6pp | 30.53%-14.4pp | 31.51%-15.4pp |
| Employer contribution / active EE | $417 | $1,112-62.5% | $2,289-81.8% | $2,654-84.3% |
| Participant deferral / active EE | $664 | $2,720-75.6% | $4,084-83.7% | $4,375-84.8% |
| Admin fee / account holder | $425 | $1,098-61.3% | $8,777-95.2% | $834-49.0% |