Filed December 14, 2011
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 10-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 GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $43,358 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $35,000 |
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 | $215,160 | $78,485+174.1% | $106,213+102.6% | $74,495+188.8% |
| Participation rate | 92.6% | 72.8%+19.8pp | 75.3%+17.3pp | 67.2%+25.4pp |
| Annual return | 17.70% | 15.95%+1.7pp | 116.14%-98.4pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $5,341 | $2,523+111.7% | $3,171+68.4% | $2,623+103.6% |
| Participant deferral / active EE | $19,094 | $4,322+341.7% | $5,016+280.7% | $4,346+339.4% |
| Admin fee / account holder | $183 | $2,232-91.8% | $11,033-98.3% | $1,942-90.6% |