Filed July 29, 2006
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Shareholder servicing fees; Custodial... | $53,451 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $14,054 |
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 | $20,653 | $46,360-55.5% | $147,614-86.0% | $52,331-60.5% |
| Participation rate | 81.7% | 64.9%+16.8pp | 84.6%-2.9pp | 68.1%+13.6pp |
| Annual return | -0.72% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,192 | $2,126-44.0% | $5,564-78.6% | $1,882-36.7% |
| Participant deferral / active EE | $1,379 | $2,258-38.9% | $4,895-71.8% | $3,022-54.4% |
| Admin fee / account holder | $242 | $766-68.3% | $11,611-97.9% | $592-59.0% |