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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,675 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,926 | $111,491-0.5% | $189,513-41.5% | $86,799+27.8% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.8%+11.8pp | 72.3%+27.4pp |
| Annual return | 16.51% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $6,817 | $3,951+72.5% | $6,162+10.6% | $2,405+183.4% |
| Participant deferral / active EE | $5,941 | $6,437-7.7% | $8,221-27.7% | $4,131+43.8% |
| Admin fee / account holder | $111 | $189-41.2% | $12,045-99.1% | $170-34.6% |