Filed August 11, 2013
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 | Custodial (other than securities); Re... | $105,046 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 59 · EIN 47-1411118 | Shareholder Servicing | $551 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
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 | $37,168 | $63,905-41.8% | $74,183-49.9% | $57,658-35.5% |
| Participation rate | 71.3% | 79.8%-8.5pp | 76.6%-5.3pp | 70.2%+1.1pp |
| Annual return | 8.37% | 60.60%-52.2pp | 17.74%-9.4pp | 5.13%+3.2pp |
| Employer contribution / active EE | $2,241 | $1,840+21.8% | $2,370-5.4% | $1,974+13.5% |
| Participant deferral / active EE | $4,688 | $3,448+36.0% | $3,550+32.1% | $3,061+53.2% |
| Admin fee / account holder | $289 | $91+217.3% | $5,586-94.8% | $95+205.7% |