Filed July 19, 2006
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 GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,011 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $18,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,636 | $37,117-41.7% | $147,614-85.3% | $55,191-60.8% |
| Participation rate | 50.1% | 63.6%-13.5pp | 84.6%-34.5pp | 69.2%-19.0pp |
| Annual return | 5.81% | 3.44%+2.4pp | 61.98%-56.2pp | 10.78%-5.0pp |
| Employer contribution / active EE | $1,024 | $1,620-36.8% | $5,564-81.6% | $1,899-46.1% |
| Participant deferral / active EE | $2,487 | $1,985+25.3% | $4,895-49.2% | $3,046-18.4% |
| Admin fee / account holder | $219 | $86+156.2% | $11,611-98.1% | $91+141.5% |