Filed June 22, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $31,946 |
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $6,915 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,328 | $47,456-82.5% | $172,739-95.2% | $77,787-89.3% |
| Participation rate | 71.7% | 66.3%+5.5pp | 82.6%-10.9pp | 73.2%-1.5pp |
| Annual return | 19.93% | 35.57%-15.6pp | 802.84%-782.9pp | 32.57%-12.6pp |
| Employer contribution / active EE | $1 | $1,574-99.9% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,433 | $2,560-44.0% | $5,198-72.4% | $3,967-63.9% |
| Admin fee / account holder | $25 | $81-69.1% | $13,954-99.8% | $100-75.0% |