Filed March 10, 2015
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 year Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $24,435 |
Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $16,801 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,011 | $44,425-32.4% | $67,834-55.8% | $55,167-45.6% |
| Participation rate | 75.8% | 59.7%+16.1pp | 68.8%+7.0pp | 69.0%+6.8pp |
| Annual return | 4.41% | 17.80%-13.4pp | 138.47%-134.1pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,272 | $2,166+51.1% | $3,160+3.5% | $3,054+7.1% |
| Admin fee / account holder | $232 | $530-56.3% | $4,622-95.0% | $504-54.0% |