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 GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $78,634 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 10 · EIN 33-0818667 | Accounting | $33,940 |
WORTHY & COMPANY, LLC4+ years Service code 10 · EIN 20-8092242 | Accounting | $16,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,493 | $44,734+6.2% | $99,443-52.2% | $67,579-29.7% |
| Participation rate | 78.9% | 66.2%+12.8pp | 73.8%+5.1pp | 71.3%+7.7pp |
| Annual return | 5.00% | 32.45%-27.4pp | 30.72%-25.7pp | 378.56%-373.6pp |
| Employer contribution / active EE | $1,086 | $1,261-13.9% | $2,540-57.3% | $2,148-49.5% |
| Participant deferral / active EE | $2,213 | $2,731-19.0% | $3,619-38.9% | $3,539-37.5% |
| Admin fee / account holder | $206 | $120+72.5% | $6,250-96.7% | $142+45.0% |