Filed June 27, 2014
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 9-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 GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,543 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,271 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,206 | $36,916-72.4% | $156,549-93.5% | $57,658-82.3% |
| Participation rate | 89.6% | 63.4%+26.2pp | 84.0%+5.6pp | 70.2%+19.4pp |
| Annual return | 8.86% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $450 | $1,571-71.3% | $5,501-91.8% | $1,974-77.2% |
| Participant deferral / active EE | $2,391 | $1,926+24.2% | $4,871-50.9% | $3,061-21.9% |
| Admin fee / account holder | $81 | $82-2.4% | $13,027-99.4% | $95-14.8% |