Filed August 21, 2017 (most recent of 6 filings on file)
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 |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $45,484 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $73,004 | $89,739-18.6% | $149,718-51.2% | $62,292+17.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.19% | 21.01%-2.8pp | 1501.63%-1483.4pp | 28.90%-10.7pp |
| Employer contribution / active EE | $6,005 | $3,233+85.7% | $5,445+10.3% | $2,042+194.0% |
| Participant deferral / active EE | $4,344 | $4,797-9.4% | $6,569-33.9% | $3,169+37.1% |
| Admin fee / account holder | $121 | $551-78.0% | $11,283-98.9% | $479-74.7% |