Filed May 29, 2001
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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $68,462 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,047 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,498 | $56,443-69.0% | $83,848-79.1% | $55,725-68.6% |
| Participation rate | 93.4% | 72.0%+21.4pp | 76.1%+17.3pp | 70.9%+22.6pp |
| Annual return | -4.32% | 393.67%-398.0pp | 850.88%-855.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $3,631-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,369 | $2,965+13.6% | $4,082-17.5% | $3,356+0.4% |
| Admin fee / account holder | $142 | $156-9.4% | $5,478-97.4% | $115+22.9% |