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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $28,064 |
WOODBURY FINANCIAL SERVICES4+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $13,076 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,000 | $58,264-38.2% | $86,612-58.4% | $71,457-49.6% |
| Participation rate | 79.5% | 65.0%+14.5pp | 71.7%+7.8pp | 67.9%+11.6pp |
| Annual return | 121.19% | 21.63%+99.6pp | 591.07%-469.9pp | 28.85%+92.3pp |
| Employer contribution / active EE | $1,339 | $2,574-48.0% | $3,022-55.7% | $2,588-48.3% |
| Participant deferral / active EE | $1,996 | $3,436-41.9% | $4,438-55.0% | $4,289-53.5% |
| Admin fee / account holder | $383 | $1,057-63.8% | $5,614-93.2% | $1,587-75.9% |