Filed April 14, 2015 (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 GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $58,030 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $31,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,638 | $65,908-59.6% | $81,812-67.4% | $77,643-65.7% |
| Participation rate | 53.9% | 65.8%-11.9pp | 72.3%-18.4pp | 70.6%-16.6pp |
| Annual return | 12.31% | 26.64%-14.3pp | 773.79%-761.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $684 | $2,370-71.2% | $2,912-76.5% | $2,726-74.9% |
| Participant deferral / active EE | $1,336 | $3,505-61.9% | $4,319-69.1% | $4,647-71.3% |
| Admin fee / account holder | $262 | $526-50.3% | $7,386-96.5% | $430-39.2% |