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 GROUP11+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $68,049 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,021 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,656 | $131,799+15.1% | $200,582-24.4% | $85,563+77.2% |
| Participation rate | 98.4% | 87.9%+10.5pp | 86.9%+11.5pp | 66.0%+32.5pp |
| Annual return | 17.72% | 21.59%-3.9pp | 42.33%-24.6pp | 31.51%-13.8pp |
| Employer contribution / active EE | $6,137 | $4,532+35.4% | $6,419-4.4% | $2,654+131.3% |
| Participant deferral / active EE | $6,416 | $7,702-16.7% | $9,331-31.2% | $4,375+46.6% |
| Admin fee / account holder | $139 | $235-40.9% | $16,305-99.1% | $834-83.4% |