Filed October 19, 1992
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 |
|---|---|---|
Filed as: MORGAN STANLEY BANK N.A. Service code 28 · EIN 36-3707380 | Investment Management | $71,886 |
STANCORP FINANCIAL GROUP6+ years Service code 11 · EIN 93-1253576 | Actuarial | $25,551 |
Service code 11 · EIN 36-4561119 | Actuarial | $9,975 |
Filed as: FIRST STATE TRUST Service code 19 · EIN 36-3046063 | Securities Custodian | $7,279 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 18.97% | 9.86%+9.1pp | 10.57%+8.4pp | 259.13%-240.2pp |
| Employer contribution / active EE | $44,604 | $37,630+18.5% | $29,483+51.3% | $41,469+7.6% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |