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 GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,923 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 10 · EIN 36-3145972 | Accounting | $7,392 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,917 | $81,474-84.1% | $133,956-90.4% | $73,488-82.4% |
| Participation rate | 86.7% | 76.4%+10.3pp | 79.8%+6.8pp | 70.7%+16.0pp |
| Annual return | 6.80% | 19.40%-12.6pp | 45.09%-38.3pp | 28.51%-21.7pp |
| Employer contribution / active EE | $204 | $2,209-90.7% | $3,919-94.8% | $2,270-91.0% |
| Participant deferral / active EE | $1,833 | $3,786-51.6% | $5,048-63.7% | $3,740-51.0% |
| Admin fee / account holder | $58 | $713-91.9% | $8,927-99.3% | $513-88.7% |