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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $83,822 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 10 · EIN 33-0818667 | Accounting | $55,663 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,460 | $59,623+21.5% | $95,585-24.2% | $85,563-15.3% |
| Participation rate | 62.2% | 57.2%+4.9pp | 72.1%-9.9pp | 66.0%-3.8pp |
| Annual return | 11.93% | 18.22%-6.3pp | 38.56%-26.6pp | 31.51%-19.6pp |
| Employer contribution / active EE | $956 | $1,669-42.7% | $2,527-62.2% | $2,654-64.0% |
| Participant deferral / active EE | $2,906 | $3,357-13.4% | $4,023-27.8% | $4,375-33.6% |
| Admin fee / account holder | $321 | $650-50.6% | $6,127-94.8% | $834-61.5% |