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 GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $233,623 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $26,073 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,891 | $45,382-7.7% | $154,107-72.8% | $75,289-44.4% |
| Participation rate | 95.4% | 65.9%+29.5pp | 83.0%+12.4pp | 72.4%+23.0pp |
| Annual return | -2.88% | -0.47%-2.4pp | 735.12%-738.0pp | -0.04%-2.8pp |
| Employer contribution / active EE | $2,172 | $1,533+41.7% | $5,298-59.0% | $2,405-9.7% |
| Participant deferral / active EE | $3,921 | $2,384+64.4% | $5,081-22.8% | $3,739+4.9% |
| Admin fee / account holder | $140 | $89+56.8% | $13,411-99.0% | $102+36.9% |