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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $111,197 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $72,710 |
RELIANCE TRUST COMPANY4 years Service code 19 · EIN 58-1428634 | Securities Custodian | $2,908 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,117 | $45,000-48.6% | $143,757-83.9% | $77,904-70.3% |
| Participation rate | 80.4% | 66.8%+13.6pp | 80.3%+0.1pp | 73.7%+6.7pp |
| Annual return | -14.01% | 29.03%-43.0pp | -0.04%-14.0pp | 12.21%-26.2pp |
| Employer contribution / active EE | $1,051 | $1,870-43.8% | $4,951-78.8% | $2,848-63.1% |
| Participant deferral / active EE | $3,278 | $3,157+3.8% | $5,637-41.9% | $4,806-31.8% |
| Admin fee / account holder | $117 | $98+18.5% | $14,673-99.2% | $133-12.0% |