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 GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $20,717 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $6,946 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,159 | $36,916-58.9% | $156,549-90.3% | $57,658-73.7% |
| Participation rate | 87.1% | 63.4%+23.7pp | 84.0%+3.1pp | 70.2%+16.9pp |
| Annual return | 5.03% | 12.38%-7.4pp | 32.23%-27.2pp | 5.13%-0.1pp |
| Employer contribution / active EE | $2,201 | $1,571+40.1% | $5,501-60.0% | $1,974+11.5% |
| Participant deferral / active EE | $681 | $1,926-64.6% | $4,871-86.0% | $3,061-77.7% |
| Admin fee / account holder | $99 | $82+19.8% | $13,027-99.2% | $95+4.5% |