Filed December 30, 2013 (most recent of 4 filings on file)
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 GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $18,723 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $15,008 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,056 | $73,360-57.7% | $177,989-82.6% | $74,495-58.3% |
| Participation rate | 90.9% | 66.6%+24.3pp | 77.1%+13.8pp | 67.2%+23.7pp |
| Annual return | 11.17% | 17.49%-6.3pp | 294.48%-283.3pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,247 | $2,216-43.7% | $3,949-68.4% | $2,623-52.5% |
| Participant deferral / active EE | $3,101 | $4,513-31.3% | $6,276-50.6% | $4,346-28.7% |
| Admin fee / account holder | $219 | $1,808-87.9% | $10,363-97.9% | $1,942-88.7% |