Filed August 21, 2006
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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $205,353 |
SCS1 year Service code 27 · EIN 71-1004774 | Advisory (Plan) | $52,979 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $19,078 |
RELIANCE TRUST COMPANY3 years Filed as: RELIANCE Service code 19 · EIN 58-1428634 | Securities Custodian | $5,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,435 | $49,468-32.4% | $150,298-77.8% | $103,975-67.8% |
| Participation rate | 87.7% | 58.1%+29.6pp | 77.8%+9.9pp | 72.5%+15.2pp |
| Annual return | 20.58% | 38.98%-18.4pp | 62.79%-42.2pp | 19.41%+1.2pp |
| Employer contribution / active EE | $3,492 | $1,670+109.2% | $4,154-15.9% | $3,722-6.2% |
| Participant deferral / active EE | $1,835 | $2,650-30.8% | $5,453-66.3% | $5,343-65.6% |
| Admin fee / account holder | $140 | $385-63.7% | $14,116-99.0% | $332-58.0% |