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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $74,209 |
SAGEVIEW ADVISORY GROUP, LLC7 years Service code 10 · EIN 33-0818667 | Accounting | $34,732 |
WORTHY & COMPANY, LLC8+ years Service code 10 · EIN 20-8092242 | Accounting | $17,510 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $58,143 | $49,808+16.7% | $95,745-39.3% | $74,419-21.9% |
| Participation rate | 66.7% | 66.6%+0.1pp | 72.3%-5.6pp | 70.7%-4.1pp |
| Annual return | 13.23% | 24.91%-11.7pp | 28.35%-15.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $807 | $1,639-50.8% | $2,835-71.5% | $2,637-69.4% |
| Participant deferral / active EE | $2,641 | $3,739-29.4% | $4,245-37.8% | $4,528-41.7% |
| Admin fee / account holder | $267 | $311-14.2% | $5,678-95.3% | $348-23.3% |