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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $43,865 |
HIGHLAND CONSULTING ASSOCIATES6+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $27,364 |
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 | $23,791 | $52,293-54.5% | $178,490-86.7% | $73,409-67.6% |
| Participation rate | 40.0% | 65.3%-25.3pp | 81.9%-41.9pp | 72.2%-32.2pp |
| Annual return | 20.00% | 34.75%-14.7pp | 151.07%-131.1pp | 59.29%-39.3pp |
| Employer contribution / active EE | $331 | $1,735-80.9% | $5,011-93.4% | $2,234-85.2% |
| Participant deferral / active EE | $1,110 | $2,332-52.4% | $5,202-78.7% | $3,805-70.8% |
| Admin fee / account holder | $138 | $127+8.7% | $13,984-99.0% | $158-12.3% |