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 GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $50,246 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,046 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,255 | $44,989-70.5% | $170,442-92.2% | $77,958-83.0% |
| Participation rate | 88.8% | 64.6%+24.2pp | 83.6%+5.2pp | 71.6%+17.1pp |
| Annual return | 14.87% | 19.61%-4.7pp | 205.93%-191.1pp | 20.87%-6.0pp |
| Employer contribution / active EE | $418 | $1,466-71.5% | $5,433-92.3% | $2,310-81.9% |
| Participant deferral / active EE | $2,795 | $2,208+26.6% | $4,939-43.4% | $3,537-21.0% |
| Admin fee / account holder | $80 | $69+16.3% | $13,880-99.4% | $97-17.7% |