Filed March 17, 2016
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 | Custodial (other than securities); Re... | $33,002 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,505 | $50,815-30.1% | $155,509-77.2% | $77,643-54.3% |
| Participation rate | 57.4% | 63.1%-5.7pp | 78.2%-20.8pp | 70.6%-13.2pp |
| Annual return | 11.95% | 34.80%-22.9pp | 64.67%-52.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,133 | $1,993+7.0% | $4,672-54.3% | $2,726-21.7% |
| Participant deferral / active EE | $2,159 | $2,822-23.5% | $5,626-61.6% | $4,647-53.5% |
| Admin fee / account holder | $147 | $437-66.3% | $15,912-99.1% | $430-65.8% |