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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $80,086 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 10 · EIN 33-0818667 | Accounting | $32,986 |
WORTHY & COMPANY, LLC6+ years Service code 10 · EIN 20-8092242 | Accounting | $16,450 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $8,983 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,734 | $60,488+7.0% | $109,895-41.1% | $79,386-18.5% |
| Participation rate | 80.2% | 67.0%+13.2pp | 74.2%+6.0pp | 70.7%+9.5pp |
| Annual return | 30.57% | 189.57%-159.0pp | 29.45%+1.1pp | 116.85%-86.3pp |
| Employer contribution / active EE | $194 | $1,649-88.3% | $2,842-93.2% | $2,427-92.0% |
| Participant deferral / active EE | $2,438 | $3,220-24.3% | $4,048-39.8% | $4,046-39.7% |
| Admin fee / account holder | $245 | $605-59.5% | $6,066-96.0% | $626-60.9% |