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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $82,773 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $27,129 |
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 | $16,579 | $36,916-55.1% | $156,549-89.4% | $57,658-71.2% |
| Participation rate | 79.5% | 63.4%+16.0pp | 84.0%-4.5pp | 70.2%+9.3pp |
| Annual return | 7.45% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,613 | $1,571+66.4% | $5,501-52.5% | $1,974+32.4% |
| Participant deferral / active EE | $627 | $1,926-67.4% | $4,871-87.1% | $3,061-79.5% |
| Admin fee / account holder | $118 | $82+42.9% | $13,027-99.1% | $95+24.7% |