Filed October 3, 1995
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 | Sub-transfer agency fees; Recordkeepi... | $31,717 |
STRATOS WEALTH PARTNERS2 years Filed as: STRATOS WEALTH PARTNERS LLC Service code 27 · EIN 27-5273468 | Advisory (Plan) | $12,102 |
Filed as: ERICKSEN KRENTEL LLP Service code 10 · EIN 72-0549733 | Accounting | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,070 | $49,138-22.5% | $84,015-54.7% | $65,185-41.6% |
| Participation rate | 72.2% | 60.7%+11.4pp | 69.0%+3.2pp | 70.2%+2.0pp |
| Annual return | 20.52% | 23.00%-2.5pp | 71.31%-50.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,104 | $914+130.3% | $1,983+6.1% | $2,177-3.3% |
| Participant deferral / active EE | $3,575 | $2,397+49.1% | $3,239+10.4% | $3,514+1.7% |
| Admin fee / account holder | $498 | $543-8.3% | $6,101-91.8% | $847-41.2% |