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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $51,627 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $31,298 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,397 |
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 | $23,700 | $62,928-62.3% | $172,739-86.3% | $67,579-64.9% |
| Participation rate | 85.4% | 64.5%+20.9pp | 82.6%+2.7pp | 71.3%+14.1pp |
| Annual return | 24.55% | 30.36%-5.8pp | 802.84%-778.3pp | 378.56%-354.0pp |
| Employer contribution / active EE | $362 | $1,636-77.9% | $5,143-93.0% | $2,148-83.1% |
| Participant deferral / active EE | $3,051 | $2,145+42.2% | $5,198-41.3% | $3,539-13.8% |
| Admin fee / account holder | $140 | $167-15.9% | $13,954-99.0% | $142-1.5% |