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.
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 GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $54,273 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $23,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,420 | $55,415-21.6% | $155,509-72.1% | $74,495-41.7% |
| Participation rate | 96.1% | 61.9%+34.2pp | 78.2%+17.9pp | 67.2%+28.9pp |
| Annual return | 14.22% | 268.50%-254.3pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $3,695 | $2,267+63.0% | $4,672-20.9% | $2,623+40.9% |
| Participant deferral / active EE | $2,853 | $2,836+0.6% | $5,626-49.3% | $4,346-34.4% |
| Admin fee / account holder | $169 | $1,738-90.3% | $15,912-98.9% | $1,942-91.3% |