Filed October 18, 2004
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $54,273 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,420 | $55,472-21.7% | $155,567-72.1% | $74,546-41.8% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.22% | 268.72%-254.5pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $3,695 | $2,269+62.9% | $4,674-20.9% | $2,624+40.8% |
| Participant deferral / active EE | $2,853 | $2,838+0.5% | $5,628-49.3% | $4,347-34.4% |
| Admin fee / account holder | $169 | $1,743-90.3% | $15,916-98.9% | $1,944-91.3% |