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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $40,801 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,957 |
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 | $92,943 | $111,608-16.7% | $177,821-47.7% | $73,409+26.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.15% | 18.23%-1.1pp | 48.32%-31.2pp | 59.29%-42.1pp |
| Employer contribution / active EE | $6,286 | $3,796+65.6% | $5,918+6.2% | $2,234+181.4% |
| Participant deferral / active EE | $5,450 | $6,199-12.1% | $7,714-29.3% | $3,805+43.2% |
| Admin fee / account holder | $91 | $166-44.9% | $12,427-99.3% | $158-42.2% |