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 GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $53,664 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,885 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,706 | $45,382-69.8% | $154,107-91.1% | $75,289-81.8% |
| Participation rate | 85.7% | 65.9%+19.8pp | 83.0%+2.6pp | 72.4%+13.2pp |
| Annual return | 11.88% | -0.47%+12.3pp | 735.12%-723.2pp | -0.04%+11.9pp |
| Employer contribution / active EE | $382 | $1,533-75.1% | $5,298-92.8% | $2,405-84.1% |
| Participant deferral / active EE | $2,595 | $2,384+8.8% | $5,081-48.9% | $3,739-30.6% |
| Admin fee / account holder | $74 | $89-16.8% | $13,411-99.4% | $102-27.4% |