Filed July 25, 2006 (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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $36,311 |
HIGHLAND CONSULTING ASSOCIATES4+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $22,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,827 | $45,382-51.9% | $154,107-85.8% | $75,289-71.0% |
| Participation rate | 23.2% | 65.9%-42.7pp | 83.0%-59.8pp | 72.4%-49.2pp |
| Annual return | -5.60% | -0.47%-5.1pp | 735.12%-740.7pp | -0.04%-5.6pp |
| Employer contribution / active EE | $231 | $1,533-85.0% | $5,298-95.6% | $2,405-90.4% |
| Participant deferral / active EE | $672 | $2,384-71.8% | $5,081-86.8% | $3,739-82.0% |
| Admin fee / account holder | $170 | $89+90.8% | $13,411-98.7% | $102+66.6% |