Filed January 2, 2007
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 | Direct payment from the plan; Claims ... | $17,199 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $12,944 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $6,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,085 | $46,292-54.5% | $143,757-85.3% | $64,808-67.5% |
| Participation rate | 87.1% | 64.2%+22.9pp | 80.3%+6.8pp | 71.5%+15.7pp |
| Annual return | -17.20% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,241 | $1,910-35.0% | $4,951-74.9% | $2,506-50.5% |
| Participant deferral / active EE | $2,801 | $2,646+5.9% | $5,637-50.3% | $4,310-35.0% |
| Admin fee / account holder | $116 | $154-24.4% | $14,673-99.2% | $188-38.1% |