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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $81,266 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 10 · EIN 33-0818667 | Accounting | $33,730 |
WORTHY & COMPANY, LLC5+ years Service code 10 · EIN 20-8092242 | Accounting | $16,450 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $8,840 |
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 | $49,247 | $55,214-10.8% | $104,607-52.9% | $73,488-33.0% |
| Participation rate | 81.5% | 67.8%+13.6pp | 74.1%+7.4pp | 70.7%+10.8pp |
| Annual return | 2.62% | 24.79%-22.2pp | 340.46%-337.8pp | 28.51%-25.9pp |
| Employer contribution / active EE | $1,602 | $1,468+9.1% | $2,681-40.2% | $2,270-29.4% |
| Participant deferral / active EE | $4,065 | $2,925+39.0% | $3,740+8.7% | $3,740+8.7% |
| Admin fee / account holder | $231 | $424-45.6% | $6,473-96.4% | $513-55.0% |