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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $396,850 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $47,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,905 | $45,000+17.6% | $143,757-63.2% | $77,904-32.1% |
| Participation rate | 95.6% | 66.8%+28.8pp | 80.3%+15.3pp | 73.7%+21.9pp |
| Annual return | -13.35% | 29.03%-42.4pp | -0.04%-13.3pp | 12.21%-25.6pp |
| Employer contribution / active EE | $2,425 | $1,870+29.7% | $4,951-51.0% | $2,848-14.8% |
| Participant deferral / active EE | $5,845 | $3,157+85.2% | $5,637+3.7% | $4,806+21.6% |
| Admin fee / account holder | $122 | $98+24.4% | $14,673-99.2% | $133-7.7% |