Filed August 9, 2013
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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Distrib... | $29,704 |
KORNERSTONE, INC.2+ years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $16,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,231 | $36,916-56.0% | $156,549-89.6% | $57,658-71.8% |
| Participation rate | 24.0% | 63.4%-39.4pp | 84.0%-60.0pp | 70.2%-46.2pp |
| Annual return | -27.51% | 12.38%-39.9pp | 32.23%-59.7pp | 5.13%-32.6pp |
| Employer contribution / active EE | $191 | $1,571-87.8% | $5,501-96.5% | $1,974-90.3% |
| Participant deferral / active EE | $1,073 | $1,926-44.3% | $4,871-78.0% | $3,061-64.9% |
| Admin fee / account holder | $327 | $82+296.3% | $13,027-97.5% | $95+245.8% |