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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $58,096 |
KESTRA INVESTMENT SERVICES LLC5+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $35,933 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,377 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $4,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,146 | $52,293-55.7% | $178,490-87.0% | $73,409-68.5% |
| Participation rate | 87.6% | 65.3%+22.3pp | 81.9%+5.7pp | 72.2%+15.5pp |
| Annual return | 15.16% | 34.75%-19.6pp | 151.07%-135.9pp | 59.29%-44.1pp |
| Employer contribution / active EE | $411 | $1,735-76.3% | $5,011-91.8% | $2,234-81.6% |
| Participant deferral / active EE | $3,163 | $2,332+35.6% | $5,202-39.2% | $3,805-16.9% |
| Admin fee / account holder | $139 | $127+9.1% | $13,984-99.0% | $158-12.0% |