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 GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,709 |
ROYAL ALLIANCE ASSOCIATES INC2+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,500 | $36,916-25.5% | $156,549-82.4% | $57,658-52.3% |
| Participation rate | 50.6% | 63.4%-12.8pp | 84.0%-33.4pp | 70.2%-19.6pp |
| Annual return | 7.68% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,091 | $1,571-30.5% | $5,501-80.2% | $1,974-44.7% |
| Participant deferral / active EE | $2,577 | $1,926+33.8% | $4,871-47.1% | $3,061-15.8% |
| Admin fee / account holder | $268 | $82+224.5% | $13,027-97.9% | $95+183.2% |