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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $51,500 |
ROYAL ALLIANCE ASSOCIATES INC3+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $24,733 |
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 | $33,358 | $46,173-27.8% | $170,442-80.4% | $69,631-52.1% |
| Participation rate | 48.5% | 63.9%-15.4pp | 83.6%-35.1pp | 70.7%-22.2pp |
| Annual return | 14.95% | 21.62%-6.7pp | 205.93%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $1,136 | $1,610-29.4% | $5,433-79.1% | $2,032-44.1% |
| Participant deferral / active EE | $2,609 | $2,080+25.4% | $4,939-47.2% | $3,224-19.1% |
| Admin fee / account holder | $297 | $116+156.3% | $13,880-97.9% | $110+169.1% |