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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Sub-tra... | $64,076 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,307 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,997 | $129,0210% | $184,203-30.0% | $77,643+66.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 14.91% | 33.27%-18.4pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $6,248 | $4,413+41.6% | $6,427-2.8% | $2,726+129.2% |
| Participant deferral / active EE | $6,206 | $7,297-15.0% | $9,131-32.0% | $4,647+33.5% |
| Admin fee / account holder | $138 | $254-45.8% | $13,901-99.0% | $430-68.0% |