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 |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $29,011 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $21,393 |
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 | $23,712 | $47,126-49.7% | $149,673-84.2% | $74,419-68.1% |
| Participation rate | 90.3% | 63.4%+26.9pp | 78.8%+11.5pp | 70.7%+19.6pp |
| Annual return | 20.51% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,184 | $1,905-37.9% | $4,818-75.4% | $2,637-55.1% |
| Participant deferral / active EE | $3,304 | $2,728+21.1% | $5,680-41.8% | $4,528-27.0% |
| Admin fee / account holder | $134 | $343-60.8% | $13,210-99.0% | $348-61.4% |