Filed June 17, 1998
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 | Recordkeeping and information managem... | $55,718 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $5,052 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,485 | $37,044-79.8% | $71,796-89.6% | $57,658-87.0% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.1%+0.7pp | 70.2%-0.4pp |
| Annual return | 12.06% | 12.64%-0.6pp | 78.04%-66.0pp | 5.13%+6.9pp |
| Employer contribution / active EE | $307 | $720-57.3% | $1,924-84.0% | $1,974-84.4% |
| Participant deferral / active EE | $786 | $1,974-60.2% | $2,794-71.9% | $3,061-74.3% |
| Admin fee / account holder | $94 | $101-7.0% | $4,815-98.1% | $95-0.7% |