Filed November 9, 2005
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 GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,900 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,709 | $89,739-41.3% | $149,718-64.8% | $62,292-15.4% |
| Participation rate | 78.8% | 85.1%-6.3pp | 87.1%-8.2pp | 69.5%+9.3pp |
| Annual return | 18.32% | 21.01%-2.7pp | 1501.63%-1483.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,862 | $3,233-42.4% | $5,445-65.8% | $2,042-8.8% |
| Participant deferral / active EE | $2,762 | $4,797-42.4% | $6,569-58.0% | $3,169-12.9% |
| Admin fee / account holder | $135 | $551-75.6% | $11,283-98.8% | $479-71.9% |