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 GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $49,265 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $22,996 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,555 | $39,038-21.7% | $98,755-69.1% | $86,799-64.8% |
| Participation rate | 92.7% | 68.2%+24.5pp | 65.7%+27.0pp | 72.3%+20.5pp |
| Annual return | 14.74% | 25.86%-11.1pp | 49.91%-35.2pp | 97.91%-83.2pp |
| Employer contribution / active EE | $927 | $1,231-24.7% | $2,067-55.2% | $2,405-61.5% |
| Participant deferral / active EE | $2,636 | $2,581+2.1% | $3,035-13.1% | $4,131-36.2% |
| Admin fee / account holder | $102 | $126-18.6% | $4,076-97.5% | $170-39.6% |