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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $49,651 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,119 |
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 | $28,794 | $35,123-18.0% | $93,406-69.2% | $73,409-60.8% |
| Participation rate | 89.9% | 68.3%+21.6pp | 66.8%+23.1pp | 72.2%+17.7pp |
| Annual return | 15.83% | 18.89%-3.1pp | 78.05%-62.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $985 | $1,247-21.0% | $2,075-52.5% | $2,234-55.9% |
| Participant deferral / active EE | $2,460 | $2,249+9.4% | $3,126-21.3% | $3,805-35.4% |
| Admin fee / account holder | $99 | $108-8.2% | $5,230-98.1% | $158-37.1% |