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 GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $44,667 |
Filed as: CAPTRUST Service code 10 · EIN 26-0058143 | Accounting | $16,964 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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 | $77,379 | $136,307-43.2% | $177,821-56.5% | $73,488+5.3% |
| Participation rate | 80.3% | 86.1%-5.8pp | 87.7%-7.4pp | 70.7%+9.7pp |
| Annual return | 20.94% | 18.68%+2.3pp | 48.32%-27.4pp | 28.51%-7.6pp |
| Employer contribution / active EE | $2,508 | $3,712-32.4% | $5,918-57.6% | $2,270+10.5% |
| Participant deferral / active EE | $3,732 | $5,829-36.0% | $7,714-51.6% | $3,740-0.2% |
| Admin fee / account holder | $247 | $596-58.5% | $12,427-98.0% | $513-51.9% |