Filed May 10, 2006 (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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $48,283 |
Filed as: MORGAN STANDLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 | Accounting | $39,553 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,371 | $108,549-14.9% | $156,263-40.9% | $85,563+8.0% |
| Participation rate | 97.7% | 77.1%+20.6pp | 78.9%+18.8pp | 66.0%+31.7pp |
| Annual return | 7.75% | 21.79%-14.0pp | 59.47%-51.7pp | 31.51%-23.8pp |
| Employer contribution / active EE | $2,150 | $2,690-20.1% | $4,333-50.4% | $2,654-19.0% |
| Participant deferral / active EE | $6,041 | $4,800+25.8% | $6,158-1.9% | $4,375+38.1% |
| Admin fee / account holder | $109 | $650-83.3% | $14,255-99.2% | $834-87.0% |