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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $26,875 |
LPL FINANCIAL4+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $10,645 |
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 | $16,813 | $37,196-54.8% | $154,107-89.1% | $55,725-69.8% |
| Participation rate | 84.3% | 64.1%+20.2pp | 83.0%+1.3pp | 70.9%+13.5pp |
| Annual return | -4.62% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,568 | $1,614+59.1% | $5,298-51.5% | $2,078+23.6% |
| Participant deferral / active EE | $986 | $2,068-52.3% | $5,081-80.6% | $3,356-70.6% |
| Admin fee / account holder | $113 | $102+11.4% | $13,411-99.2% | $115-1.7% |