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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $59,464 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,853 | $80,005-16.4% | $140,016-52.3% | $55,725+20.0% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.7pp |
| Annual return | -4.88% | 0.46%-5.3pp | 651.12%-656.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $4,843 | $3,403+42.3% | $5,606-13.6% | $2,078+133.1% |
| Participant deferral / active EE | $4,547 | $5,264-13.6% | $6,927-34.4% | $3,356+35.5% |
| Admin fee / account holder | $113 | $116-2.7% | $10,705-98.9% | $115-2.2% |