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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $53,829 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $33,494 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,675 | $31,038+11.7% | $65,255-46.9% | $74,419-53.4% |
| Participation rate | 95.4% | 66.9%+28.5pp | 65.0%+30.4pp | 70.7%+24.7pp |
| Annual return | 13.21% | 38.60%-25.4pp | 47.35%-34.1pp | 34.38%-21.2pp |
| Employer contribution / active EE | $1,261 | $1,188+6.2% | $1,691-25.4% | $2,637-52.2% |
| Participant deferral / active EE | $3,235 | $2,792+15.9% | $2,831+14.3% | $4,528-28.6% |
| Admin fee / account holder | $129 | $299-56.9% | $4,112-96.9% | $348-62.9% |