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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $269,825 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,104 |
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 | $44,992 | $47,456-5.2% | $172,739-74.0% | $77,787-42.2% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.5pp | 73.2%+22.0pp |
| Annual return | 22.64% | 35.57%-12.9pp | 802.84%-780.2pp | 32.57%-9.9pp |
| Employer contribution / active EE | $2,252 | $1,574+43.0% | $5,143-56.2% | $2,504-10.1% |
| Participant deferral / active EE | $4,267 | $2,560+66.7% | $5,198-17.9% | $3,967+7.5% |
| Admin fee / account holder | $134 | $81+65.8% | $13,954-99.0% | $100+34.0% |