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 GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $101,936 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $76,310 |
RELIANCE TRUST COMPANY5 years Service code 19 · EIN 58-1428634 | Securities Custodian | $3,215 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,657 | $50,127-52.8% | $149,673-84.2% | $80,160-70.5% |
| Participation rate | 95.8% | 64.3%+31.5pp | 78.8%+17.1pp | 72.9%+22.9pp |
| Annual return | 9.86% | 29.82%-20.0pp | 134.42%-124.6pp | 40.38%-30.5pp |
| Employer contribution / active EE | $536 | $1,865-71.3% | $4,818-88.9% | $2,978-82.0% |
| Participant deferral / active EE | $3,556 | $3,194+11.3% | $5,680-37.4% | $5,017-29.1% |
| Admin fee / account holder | $100 | $153-34.3% | $13,210-99.2% | $145-30.8% |