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 FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES, INC. Service code 27 · EIN 91-0850651 | Advisory (Plan) | $19,304 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $15,333 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,546 | $55,449+54.3% | $83,848+2.0% | $56,287+52.0% |
| Participation rate | 82.1% | 68.0%+14.0pp | 76.1%+5.9pp | 69.9%+12.2pp |
| Annual return | -3.22% | -1.38%-1.8pp | 850.88%-854.1pp | -9.96%+6.7pp |
| Employer contribution / active EE | $1,332 | $2,430-45.2% | $3,631-63.3% | $2,111-36.9% |
| Participant deferral / active EE | $4,321 | $2,935+47.2% | $4,082+5.9% | $3,350+29.0% |
| Admin fee / account holder | $281 | $656-57.2% | $5,478-94.9% | $521-46.1% |