Filed November 18, 2011
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $29,886 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,385 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,150 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,094 |
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 | $21,600 | $36,916-41.5% | $156,549-86.2% | $57,658-62.5% |
| Participation rate | 79.5% | 63.4%+16.1pp | 84.0%-4.5pp | 70.2%+9.3pp |
| Annual return | 8.01% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $329 | $1,571-79.1% | $5,501-94.0% | $1,974-83.3% |
| Participant deferral / active EE | $2,069 | $1,926+7.4% | $4,871-57.5% | $3,061-32.4% |
| Admin fee / account holder | $129 | $82+56.6% | $13,027-99.0% | $95+36.6% |