Filed January 4, 2005 (most recent of 2 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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $40,312 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $38,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,766 | $93,182+194.9% | $146,665+87.3% | $79,386+246.1% |
| Participation rate | 98.1% | 76.4%+21.6pp | 80.1%+18.0pp | 70.7%+27.4pp |
| Annual return | 12.38% | 21.61%-9.2pp | 22.74%-10.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $14,953 | $2,420+518.0% | $4,136+261.5% | $2,427+516.0% |
| Participant deferral / active EE | $12,043 | $4,169+188.9% | $5,506+118.7% | $4,046+197.7% |
| Admin fee / account holder | $306 | $585-47.8% | $10,280-97.0% | $626-51.2% |