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 GROUP7+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $85,315 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 10 · EIN 33-0818667 | Accounting | $33,971 |
WORTHY & COMPANY, LLC7+ years Service code 10 · EIN 20-8092242 | Accounting | $16,450 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $9,875 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,366 | $44,642+17.3% | $91,220-42.6% | $66,914-21.7% |
| Participation rate | 76.5% | 64.9%+11.7pp | 73.2%+3.3pp | 69.8%+6.7pp |
| Annual return | -13.59% | -12.29%-1.3pp | 114.01%-127.6pp | 1.58%-15.2pp |
| Employer contribution / active EE | $558 | $1,706-67.3% | $2,850-80.4% | $2,544-78.1% |
| Participant deferral / active EE | $2,847 | $3,349-15.0% | $4,234-32.8% | $4,237-32.8% |
| Admin fee / account holder | $284 | $521-45.5% | $5,420-94.8% | $593-52.1% |