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 GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $26,458 |
KORNERSTONE, INC.3+ years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $13,052 |
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 | $26,610 | $46,173-42.4% | $170,442-84.4% | $69,631-61.8% |
| Participation rate | 21.2% | 63.9%-42.7pp | 83.6%-62.4pp | 70.7%-49.5pp |
| Annual return | 66.39% | 21.62%+44.8pp | 205.93%-139.5pp | 27571.02%-27504.6pp |
| Employer contribution / active EE | $366 | $1,610-77.2% | $5,433-93.3% | $2,032-82.0% |
| Participant deferral / active EE | $617 | $2,080-70.3% | $4,939-87.5% | $3,224-80.9% |
| Admin fee / account holder | $263 | $116+127.1% | $13,880-98.1% | $110+138.4% |