Filed July 16, 2013 (most recent of 3 filings on file)
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 |
|---|---|---|
CHRISTENSEN INSURANCE2+ years Service code 27 · EIN 94-2593600 | Advisory (Plan) | $72,270 |
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,811 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $102,368 | $74,089+38.2% | $133,980-23.6% | $55,167+85.6% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.1%+9.7pp | 69.0%+27.8pp |
| Annual return | 7.34% | 12.11%-4.8pp | 29.30%-22.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $3,431 | $3,064+12.0% | $5,211-34.2% | $1,963+74.8% |
| Participant deferral / active EE | $8,221 | $4,678+75.7% | $6,282+30.9% | $3,054+169.2% |
| Admin fee / account holder | $306 | $458-33.2% | $9,324-96.7% | $504-39.2% |