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 GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $62,687 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $28,924 |
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 | $26,524 | $37,196-28.7% | $154,107-82.8% | $55,725-52.4% |
| Participation rate | 61.8% | 64.1%-2.3pp | 83.0%-21.3pp | 70.9%-9.1pp |
| Annual return | -5.04% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,127 | $1,614-30.2% | $5,298-78.7% | $2,078-45.8% |
| Participant deferral / active EE | $2,781 | $2,068+34.5% | $5,081-45.3% | $3,356-17.1% |
| Admin fee / account holder | $278 | $102+173.8% | $13,411-97.9% | $115+141.5% |