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 GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $79,280 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 10 · EIN 33-0818667 | Accounting | $54,069 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,917 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,304 | $59,054+12.3% | $97,226-31.8% | $77,643-14.6% |
| Participation rate | 64.4% | 67.9%-3.5pp | 72.7%-8.3pp | 70.6%-6.2pp |
| Annual return | 15.81% | 16.96%-1.2pp | 75.13%-59.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $852 | $1,742-51.1% | $2,729-68.8% | $2,726-68.8% |
| Participant deferral / active EE | $2,721 | $3,930-30.8% | $4,264-36.2% | $4,647-41.5% |
| Admin fee / account holder | $299 | $346-13.5% | $5,654-94.7% | $430-30.5% |