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 GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $50,130 |
Service code 27 · EIN 27-1529830 | Advisory (Plan) | $19,998 |
Filed as: UNITED PLANNERS' FINANCIAL SERVICES Service code 27 · EIN 86-0588303 | Advisory (Plan) | $15,844 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,802 | $41,256-59.3% | $86,590-80.6% | $77,958-78.4% |
| Participation rate | 46.8% | 63.0%-16.2pp | 73.5%-26.7pp | 71.6%-24.8pp |
| Annual return | 14.94% | 17.67%-2.7pp | 964.84%-949.9pp | 20.87%-5.9pp |
| Employer contribution / active EE | $186 | $1,613-88.5% | $2,839-93.5% | $2,310-92.0% |
| Participant deferral / active EE | $1,267 | $2,332-45.7% | $3,609-64.9% | $3,537-64.2% |
| Admin fee / account holder | $153 | $71+116.5% | $4,906-96.9% | $97+57.4% |