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 GROUP5+ years Service code 10 · EIN 93-1253576 | Accounting | $35,096 |
WOODBURY FINANCIAL SERVICES5+ years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $10,022 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $9,450 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,231 | $60,323-25.0% | $81,812-44.7% | $74,495-39.3% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.3%+10.8pp | 67.2%+16.0pp |
| Annual return | 24.97% | 16.90%+8.1pp | 773.79%-748.8pp | 1364.94%-1340.0pp |
| Employer contribution / active EE | $1,575 | $2,620-39.9% | $2,912-45.9% | $2,623-39.9% |
| Participant deferral / active EE | $2,733 | $3,387-19.3% | $4,319-36.7% | $4,346-37.1% |
| Admin fee / account holder | $480 | $1,486-67.7% | $7,386-93.5% | $1,942-75.3% |