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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $38,120 |
Service code 27 · EIN 80-0067281 | Advisory (Plan) | $25,000 |
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 | $33,060 | $42,396-22.0% | $67,313-50.9% | $56,287-41.3% |
| Participation rate | 76.9% | 61.0%+15.9pp | 69.1%+7.8pp | 69.9%+7.0pp |
| Annual return | -5.66% | -36.63%+31.0pp | -4.08%-1.6pp | -9.96%+4.3pp |
| Employer contribution / active EE | $899 | $1,414-36.4% | $2,566-65.0% | $2,111-57.4% |
| Participant deferral / active EE | $3,605 | $2,360+52.8% | $3,568+1.0% | $3,350+7.6% |
| Admin fee / account holder | $308 | $510-39.5% | $4,507-93.2% | $521-40.8% |