Filed October 1, 2008
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+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $59,091 |
Filed as: UNITED PLANNERS' FINANCIAL SERVICES Service code 27 · EIN 86-0588303 | Advisory (Plan) | $29,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,838 | $34,495-57.0% | $78,689-81.1% | $63,975-76.8% |
| Participation rate | 41.3% | 60.8%-19.5pp | 73.6%-32.3pp | 71.1%-29.9pp |
| Annual return | 10.95% | 11.62%-0.7pp | 62.18%-51.2pp | 48.65%-37.7pp |
| Employer contribution / active EE | $175 | $1,398-87.5% | $2,851-93.9% | $2,182-92.0% |
| Participant deferral / active EE | $1,217 | $2,100-42.1% | $3,517-65.4% | $3,356-63.8% |
| Admin fee / account holder | $147 | $68+116.0% | $4,510-96.7% | $70+108.5% |