Filed September 23, 1999
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $78,597 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 10 · EIN 33-0818667 | Accounting | $32,960 |
WORTHY & COMPANY, LLC3+ years Service code 10 · EIN 20-8092242 | Accounting | $15,925 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,370 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,248 | $37,591+31.0% | $90,645-45.7% | $55,725-11.6% |
| Participation rate | 80.3% | 66.4%+13.9pp | 74.0%+6.3pp | 70.9%+9.4pp |
| Annual return | 9.03% | -3.20%+12.2pp | 1.88%+7.1pp | 244.93%-235.9pp |
| Employer contribution / active EE | $1,034 | $1,302-20.6% | $2,532-59.2% | $2,078-50.3% |
| Participant deferral / active EE | $2,154 | $2,643-18.5% | $3,425-37.1% | $3,356-35.8% |
| Admin fee / account holder | $204 | $100+103.8% | $4,994-95.9% | $115+76.9% |