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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $58,053 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $13,319 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,212 | $86,897+2.7% | $151,611-41.2% | $64,808+37.7% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.5%+12.2pp | 71.5%+28.2pp |
| Annual return | -17.08% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $6,633 | $4,010+65.4% | $6,166+7.6% | $2,506+164.7% |
| Participant deferral / active EE | $6,048 | $6,690-9.6% | $8,363-27.7% | $4,310+40.3% |
| Admin fee / account holder | $114 | $153-25.3% | $11,616-99.0% | $188-39.2% |