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 5-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 GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $21,198 |
LPL FINANCIAL1+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $5,908 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,728 | $37,117-68.4% | $147,614-92.1% | $55,191-78.7% |
| Participation rate | 89.8% | 63.6%+26.2pp | 84.6%+5.2pp | 69.2%+20.7pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,509 | $1,620+54.8% | $5,564-54.9% | $1,899+32.1% |
| Participant deferral / active EE | $798 | $1,985-59.8% | $4,895-83.7% | $3,046-73.8% |
| Admin fee / account holder | $92 | $86+7.0% | $11,611-99.2% | $91+0.9% |