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 6-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 | Custodial (other than securities); Cl... | $20,300 |
WOODBURY FINANCIAL SERVICES3+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $9,131 |
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.)
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 | $29,497 | $51,197-42.4% | $82,719-64.3% | $66,914-55.9% |
| Participation rate | 37.8% | 67.8%-30.0pp | 72.6%-34.7pp | 69.8%-32.0pp |
| Annual return | -16.25% | -9.64%-6.6pp | 701.18%-717.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $95 | $2,611-96.4% | $3,009-96.8% | $2,544-96.3% |
| Participant deferral / active EE | $1,739 | $3,458-49.7% | $4,395-60.4% | $4,237-59.0% |
| Admin fee / account holder | $528 | $416+27.1% | $5,329-90.1% | $593-11.0% |