Filed October 18, 2004
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 (securities); Sub-transfer ... | $189,568 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,422 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,978 | $44,989-8.9% | $170,442-76.0% | $77,958-47.4% |
| Participation rate | 96.5% | 64.6%+31.9pp | 83.6%+12.9pp | 71.6%+24.8pp |
| Annual return | 17.01% | 19.61%-2.6pp | 205.93%-188.9pp | 20.87%-3.9pp |
| Employer contribution / active EE | $2,040 | $1,466+39.1% | $5,433-62.5% | $2,310-11.7% |
| Participant deferral / active EE | $3,245 | $2,208+47.0% | $4,939-34.3% | $3,537-8.3% |
| Admin fee / account holder | $117 | $69+69.9% | $13,880-99.2% | $97+20.3% |