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 GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $59,544 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $43,672 |
RELIANCE TRUST COMPANY1 year Service code 19 · EIN 58-1428634 | Securities Custodian | $1,355 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,100 | $47,456-70.3% | $172,739-91.8% | $77,787-81.9% |
| Participation rate | 85.1% | 66.3%+18.8pp | 82.6%+2.5pp | 73.2%+11.9pp |
| Annual return | 2.40% | 35.57%-33.2pp | 802.84%-800.4pp | 32.57%-30.2pp |
| Employer contribution / active EE | $418 | $1,574-73.5% | $5,143-91.9% | $2,504-83.3% |
| Participant deferral / active EE | $2,542 | $2,560-0.7% | $5,198-51.1% | $3,967-35.9% |
| Admin fee / account holder | $71 | $81-12.2% | $13,954-99.5% | $100-29.0% |