Filed February 26, 2015 (most recent of 2 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 | Recordkeeping and information managem... | $47,704 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $44,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,332 | $86,897-32.9% | $151,611-61.5% | $64,808-10.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.24% | -3.57%-10.7pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,601 | $4,010-10.2% | $6,166-41.6% | $2,506+43.7% |
| Participant deferral / active EE | $5,744 | $6,690-14.1% | $8,363-31.3% | $4,310+33.3% |
| Admin fee / account holder | $145 | $153-5.5% | $11,616-98.8% | $188-23.0% |