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 GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $300,189 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $33,743 |
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 | $53,461 | $56,095-4.7% | $178,490-70.0% | $90,288-40.8% |
| Participation rate | 97.2% | 65.6%+31.7pp | 81.9%+15.3pp | 73.4%+23.9pp |
| Annual return | 15.47% | 28.81%-13.3pp | 151.07%-135.6pp | 53.97%-38.5pp |
| Employer contribution / active EE | $2,263 | $1,572+43.9% | $5,011-54.8% | $2,524-10.4% |
| Participant deferral / active EE | $5,062 | $2,669+89.7% | $5,202-2.7% | $4,232+19.6% |
| Admin fee / account holder | $147 | $101+45.8% | $13,984-99.0% | $114+28.6% |