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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,041 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,421 |
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 | $22,227 | $33,826-34.3% | $88,538-74.9% | $67,579-67.1% |
| Participation rate | 90.0% | 64.6%+25.4pp | 68.7%+21.2pp | 71.3%+18.7pp |
| Annual return | 20.66% | 68.24%-47.6pp | 43.64%-23.0pp | 378.56%-357.9pp |
| Employer contribution / active EE | $751 | $1,232-39.1% | $2,098-64.2% | $2,148-65.0% |
| Participant deferral / active EE | $2,214 | $2,089+6.0% | $2,914-24.0% | $3,539-37.4% |
| Admin fee / account holder | $93 | $134-30.5% | $4,310-97.8% | $142-34.7% |