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 | Custodial (other than securities); Di... | $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 | $88,360+27.3% | $145,433-22.7% | $67,986+65.4% |
| Participation rate | 97.9% | 65.5%+32.5pp | 82.1%+15.8pp | 57.2%+40.7pp |
| Annual return | 15.56% | 63.15%-47.6pp | 66.58%-51.0pp | 31.67%-16.1pp |
| Employer contribution / active EE | $5,397 | $3,054+76.7% | $4,554+18.5% | $2,019+167.3% |
| Participant deferral / active EE | $10,611 | $5,932+78.9% | $7,897+34.4% | $3,358+216.0% |
| Admin fee / account holder | $187 | $3,313-94.4% | $13,129-98.6% | $3,203-94.2% |