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 |
|---|---|---|
MARTEL WEALTH ADVISORS2 years Service code 27 · EIN 91-2092070 | Advisory (Plan) | $17,523 |
STANCORP FINANCIAL GROUP1 year Filed as: STANCCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $16,110 |
STANCORP FINANCIAL GROUP4 years Service code 19 | Securities Custodian | $3,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,080 | $69,362+67.4% | $101,248+14.6% | $73,488+58.0% |
| Participation rate | 88.4% | 68.4%+20.0pp | 75.8%+12.6pp | 70.7%+17.8pp |
| Annual return | 19.97% | 18.46%+1.5pp | 46.47%-26.5pp | 28.51%-8.5pp |
| Employer contribution / active EE | $1,901 | $2,628-27.7% | $3,660-48.1% | $2,270-16.3% |
| Participant deferral / active EE | $6,622 | $3,300+100.7% | $4,370+51.5% | $3,740+77.1% |
| Admin fee / account holder | $259 | $704-63.2% | $5,945-95.6% | $513-49.6% |