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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $55,879 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $42,754 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,492 | $129,021-47.7% | $184,203-63.4% | $77,643-13.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 13.79% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,897 | $4,413-11.7% | $6,427-39.4% | $2,726+43.0% |
| Participant deferral / active EE | $5,695 | $7,297-22.0% | $9,131-37.6% | $4,647+22.5% |
| Admin fee / account holder | $125 | $254-50.6% | $13,901-99.1% | $430-70.9% |