Filed September 23, 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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $257,837 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 | Securities Custodian | $35,239 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,757 | $105,247-48.9% | $87,100-38.3% | $77,787-30.9% |
| Participation rate | 78.3% | 85.8%-7.5pp | 76.9%+1.5pp | 73.2%+5.1pp |
| Annual return | 59.71% | 24.52%+35.2pp | 28.19%+31.5pp | 32.57%+27.1pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,521-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,949 | $5,060-22.0% | $4,049-2.5% | $3,967-0.5% |
| Admin fee / account holder | $52 | $104-50.3% | $7,497-99.3% | $100-48.1% |