Filed June 16, 2006
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 GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $21,166 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,338 | $136,307-40.3% | $177,821-54.3% | $73,488+10.7% |
| Participation rate | 69.6% | 86.1%-16.5pp | 87.7%-18.1pp | 70.7%-1.1pp |
| Annual return | 16.17% | 18.68%-2.5pp | 48.32%-32.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $2,105 | $3,712-43.3% | $5,918-64.4% | $2,270-7.3% |
| Participant deferral / active EE | $3,260 | $5,829-44.1% | $7,714-57.7% | $3,740-12.8% |
| Admin fee / account holder | $464 | $596-22.1% | $12,427-96.3% | $513-9.6% |