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 GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $71,340 |
ROYAL ALLIANCE ASSOCIATES INC6+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $26,643 |
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 | $37,474 | $52,293-28.3% | $178,490-79.0% | $73,409-49.0% |
| Participation rate | 63.9% | 65.3%-1.5pp | 81.9%-18.1pp | 72.2%-8.3pp |
| Annual return | 16.11% | 34.75%-18.6pp | 151.07%-135.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $1,638 | $1,735-5.6% | $5,011-67.3% | $2,234-26.6% |
| Participant deferral / active EE | $3,473 | $2,332+48.9% | $5,202-33.2% | $3,805-8.7% |
| Admin fee / account holder | $274 | $127+114.9% | $13,984-98.0% | $158+73.3% |