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 GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $121,665 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL CORP RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $88,622 |
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 | $23,524 | $53,136-55.7% | $155,509-84.9% | $199,593-88.2% |
| Participation rate | 85.4% | 64.1%+21.3pp | 78.2%+7.2pp | 72.0%+13.4pp |
| Annual return | 19.15% | 41.15%-22.0pp | 64.67%-45.5pp | 34.25%-15.1pp |
| Employer contribution / active EE | $523 | $1,851-71.7% | $4,672-88.8% | $3,034-82.7% |
| Participant deferral / active EE | $2,886 | $3,161-8.7% | $5,626-48.7% | $5,087-43.3% |
| Admin fee / account holder | $92 | $185-50.6% | $15,912-99.4% | $269-66.0% |