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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $34,075 |
Service code 27 · EIN 80-0067281 | Advisory (Plan) | $19,268 |
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 27 · EIN 13-3749682 | Advisory (Plan) | $6,713 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,872 | $46,297-22.5% | $71,671-49.9% | $62,292-42.4% |
| Participation rate | 74.3% | 60.6%+13.6pp | 68.7%+5.5pp | 69.5%+4.8pp |
| Annual return | 14.10% | 22.32%-8.2pp | 20.65%-6.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $766 | $1,412-45.8% | $2,460-68.9% | $2,042-62.5% |
| Participant deferral / active EE | $3,357 | $2,235+50.2% | $3,438-2.4% | $3,169+5.9% |
| Admin fee / account holder | $327 | $461-29.0% | $5,558-94.1% | $479-31.8% |