Filed December 1, 2006
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $14,648 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $9,134 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,439 | $58,726+77.8% | $92,233+13.2% | $62,292+67.7% |
| Participation rate | 81.3% | 68.3%+12.9pp | 76.5%+4.8pp | 69.5%+11.7pp |
| Annual return | 17.35% | 43.62%-26.3pp | 176.28%-158.9pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,264 | $2,392-47.1% | $3,679-65.6% | $2,042-38.1% |
| Participant deferral / active EE | $3,817 | $2,766+38.0% | $3,897-2.1% | $3,169+20.4% |
| Admin fee / account holder | $202 | $556-63.6% | $5,194-96.1% | $479-57.8% |