Filed October 2, 2014 (most recent of 2 filings on file)
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $146,012 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $8,000 |
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 | $58,494 | $46,173+26.7% | $170,442-65.7% | $69,631-16.0% |
| Participation rate | 84.5% | 63.9%+20.6pp | 83.6%+0.9pp | 70.7%+13.9pp |
| Annual return | 16.87% | 21.62%-4.8pp | 205.93%-189.1pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $1,761 | $1,610+9.4% | $5,433-67.6% | $2,032-13.4% |
| Participant deferral / active EE | $3,175 | $2,080+52.6% | $4,939-35.7% | $3,224-1.5% |
| Admin fee / account holder | $45 | $116-61.5% | $13,880-99.7% | $110-59.6% |