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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $67,976 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $56,022 |
RELIANCE TRUST COMPANY2 years Service code 19 · EIN 58-1428634 | Securities Custodian | $2,005 |
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 | $17,059 | $56,095-69.6% | $178,490-90.4% | $90,288-81.1% |
| Participation rate | 90.5% | 65.6%+25.0pp | 81.9%+8.6pp | 73.4%+17.2pp |
| Annual return | 16.12% | 28.81%-12.7pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $484 | $1,572-69.2% | $5,011-90.3% | $2,524-80.8% |
| Participant deferral / active EE | $2,832 | $2,669+6.1% | $5,202-45.6% | $4,232-33.1% |
| Admin fee / account holder | $77 | $101-23.6% | $13,984-99.5% | $114-32.6% |