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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $40,217 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $23,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,288 | $47,456-50.9% | $172,739-86.5% | $77,787-70.1% |
| Participation rate | 25.0% | 66.3%-41.2pp | 82.6%-57.6pp | 73.2%-48.2pp |
| Annual return | 21.73% | 35.57%-13.8pp | 802.84%-781.1pp | 32.57%-10.8pp |
| Employer contribution / active EE | $235 | $1,574-85.1% | $5,143-95.4% | $2,504-90.6% |
| Participant deferral / active EE | $685 | $2,560-73.2% | $5,198-86.8% | $3,967-82.7% |
| Admin fee / account holder | $157 | $81+94.2% | $13,954-98.9% | $100+56.9% |