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 |
|---|---|---|
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $31,500 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $9,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $294 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $112,735 | $89,739+25.6% | $149,718-24.7% | $62,292+81.0% |
| Participation rate | 95.3% | 85.1%+10.2pp | 87.1%+8.3pp | 69.5%+25.8pp |
| Annual return | 17.96% | 21.01%-3.1pp | 1501.63%-1483.7pp | 28.90%-10.9pp |
| Employer contribution / active EE | $3,312 | $3,233+2.5% | $5,445-39.2% | $2,042+62.2% |
| Participant deferral / active EE | $8,054 | $4,797+67.9% | $6,569+22.6% | $3,169+154.2% |
| Admin fee / account holder | $99 | $551-82.1% | $11,283-99.1% | $479-79.4% |