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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $131,490 |
CROWE LLP2 years 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 | $55,637 | $37,196+49.6% | $154,107-63.9% | $55,725-0.2% |
| Participation rate | 96.7% | 64.1%+32.7pp | 83.0%+13.7pp | 70.9%+25.9pp |
| Annual return | -3.66% | 1319.68%-1323.3pp | 735.12%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $2,089 | $1,614+29.4% | $5,298-60.6% | $2,078+0.5% |
| Participant deferral / active EE | $3,843 | $2,068+85.8% | $5,081-24.4% | $3,356+14.5% |
| Admin fee / account holder | $46 | $102-54.5% | $13,411-99.7% | $115-59.9% |