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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $57,047 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,124 | $100,227+10.9% | $169,993-34.6% | $74,419+49.3% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+28.9pp |
| Annual return | 21.29% | 66.08%-44.8pp | 53.37%-32.1pp | 34.38%-13.1pp |
| Employer contribution / active EE | $6,140 | $4,263+44.0% | $6,785-9.5% | $2,637+132.8% |
| Participant deferral / active EE | $6,303 | $7,143-11.8% | $10,408-39.4% | $4,528+39.2% |
| Admin fee / account holder | $125 | $234-46.8% | $12,815-99.0% | $348-64.2% |