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 GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $126,359 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $39,751 |
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634 | Securities Custodian | $3,017 |
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 | $23,247 | $67,512-65.6% | $185,823-87.5% | $93,030-75.0% |
| Participation rate | 89.8% | 67.1%+22.7pp | 81.7%+8.1pp | 73.9%+15.9pp |
| Annual return | 24.40% | 21.04%+3.4pp | 122.05%-97.6pp | 158.70%-134.3pp |
| Employer contribution / active EE | $499 | $1,783-72.0% | $5,167-90.3% | $2,706-81.5% |
| Participant deferral / active EE | $3,158 | $3,035+4.0% | $5,568-43.3% | $4,562-30.8% |
| Admin fee / account holder | $103 | $318-67.6% | $16,237-99.4% | $152-32.2% |