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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $49,260 |
KESTRA INVESTMENT SERVICES LLC3+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,475 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,353 |
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 | $22,828 | $37,196-38.6% | $154,107-85.2% | $55,725-59.0% |
| Participation rate | 77.4% | 64.1%+13.3pp | 83.0%-5.7pp | 70.9%+6.5pp |
| Annual return | -0.69% | 1319.68%-1320.4pp | 735.12%-735.8pp | 244.93%-245.6pp |
| Employer contribution / active EE | $428 | $1,614-73.5% | $5,298-91.9% | $2,078-79.4% |
| Participant deferral / active EE | $3,123 | $2,068+51.0% | $5,081-38.5% | $3,356-6.9% |
| Admin fee / account holder | $184 | $102+81.0% | $13,411-98.6% | $115+59.7% |