Filed October 7, 2005 (most recent of 2 filings on file)
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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $28,070 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,477 | $100,923+11.4% | $150,045-25.0% | $74,304+51.4% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.3%+15.6pp | 60.3%+37.6pp |
| Annual return | 15.56% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $5,397 | $3,463+55.8% | $4,693+15.0% | $2,241+140.8% |
| Participant deferral / active EE | $10,611 | $6,709+58.1% | $7,997+32.7% | $3,767+181.7% |
| Admin fee / account holder | $187 | $2,767-93.3% | $13,435-98.6% | $2,969-93.7% |