Filed August 14, 2009
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $57,465 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,869 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,022 | $31,252-39.1% | $75,826-74.9% | $55,725-65.9% |
| Participation rate | 88.8% | 71.3%+17.5pp | 68.2%+20.6pp | 70.9%+17.9pp |
| Annual return | -6.34% | 2.84%-9.2pp | 1914.15%-1920.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $758 | $1,260-39.8% | $1,913-60.4% | $2,078-63.5% |
| Participant deferral / active EE | $1,980 | $2,258-12.3% | $2,862-30.8% | $3,356-41.0% |
| Admin fee / account holder | $96 | $91+5.0% | $4,726-98.0% | $115-16.6% |