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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $22,444 |
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $8,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,811 | $46,173-57.1% | $170,442-88.4% | $69,631-71.5% |
| Participation rate | 68.0% | 63.9%+4.1pp | 83.6%-15.6pp | 70.7%-2.7pp |
| Annual return | 22.64% | 21.62%+1.0pp | 205.93%-183.3pp | 27571.02%-27548.4pp |
| Employer contribution / active EE | $2,099 | $1,610+30.4% | $5,433-61.4% | $2,032+3.3% |
| Participant deferral / active EE | $592 | $2,080-71.5% | $4,939-88.0% | $3,224-81.6% |
| Admin fee / account holder | $114 | $116-1.5% | $13,880-99.2% | $110+3.4% |