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 GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $62,359 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 10 · EIN 26-0058143 | Accounting | $25,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $7,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,950 | $86,897-21.8% | $151,611-55.2% | $64,808+4.8% |
| Participation rate | 80.3% | 87.3%-7.0pp | 87.5%-7.2pp | 71.5%+8.8pp |
| Annual return | -15.84% | -3.57%-12.3pp | 3.33%-19.2pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,657 | $4,010-33.7% | $6,166-56.9% | $2,506+6.0% |
| Participant deferral / active EE | $3,929 | $6,690-41.3% | $8,363-53.0% | $4,310-8.8% |
| Admin fee / account holder | $321 | $153+110.0% | $11,616-97.2% | $188+71.0% |