Filed January 22, 2010
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 8-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 | Sub-transfer agency fees; Recordkeepi... | $19,566 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $8,364 |
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 | $15,304 | $47,977-68.1% | $154,107-90.1% | $56,287-72.8% |
| Participation rate | 88.1% | 66.2%+21.9pp | 83.0%+5.1pp | 69.9%+18.3pp |
| Annual return | 6.71% | 3.54%+3.2pp | 735.12%-728.4pp | -9.96%+16.7pp |
| Employer contribution / active EE | $1,276 | $2,169-41.1% | $5,298-75.9% | $2,111-39.5% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $241 | $438-45.1% | $13,411-98.2% | $521-53.8% |