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) | $38,129 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,801 | $50,815-53.2% | $155,509-84.7% | $77,643-69.3% |
| Participation rate | 92.7% | 63.1%+29.6pp | 78.2%+14.5pp | 70.6%+22.1pp |
| Annual return | 13.18% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $1,264 | $1,993-36.6% | $4,672-72.9% | $2,726-53.6% |
| Participant deferral / active EE | $3,839 | $2,822+36.0% | $5,626-31.8% | $4,647-17.4% |
| Admin fee / account holder | $147 | $437-66.3% | $15,912-99.1% | $430-65.8% |