Filed August 12, 1
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 | Recordkeeping and information managem... | $7,984 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,638 |
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 | $129,293 | $79,013+63.6% | $100,391+28.8% | $74,495+73.6% |
| Participation rate | 72.3% | 79.5%-7.2pp | 81.5%-9.2pp | 67.2%+5.1pp |
| Annual return | 16.79% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $3,688 | $3,021+22.1% | $3,942-6.4% | $2,623+40.6% |
| Participant deferral / active EE | $14,083 | $7,760+81.5% | $8,082+74.3% | $4,346+224.1% |
| Admin fee / account holder | $15 | $1,320-98.9% | $7,899-99.8% | $1,942-99.2% |