Filed January 1, 2013
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+ years Service code 50 · EIN 93-1253576 | Direct Payment | $23,549 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 70 · EIN 71-0927304 | Consulting Fees | $6,430 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 59 · EIN 25-1838406 | Shareholder Servicing | $880 |
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 | $25,528 | $46,360-44.9% | $147,614-82.7% | $52,331-51.2% |
| Participation rate | 85.3% | 64.9%+20.4pp | 84.6%+0.7pp | 68.1%+17.2pp |
| Annual return | 1.79% | 1.62%+0.2pp | 61.98%-60.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,592 | $2,126+21.9% | $5,564-53.4% | $1,882+37.7% |
| Participant deferral / active EE | $1,132 | $2,258-49.9% | $4,895-76.9% | $3,022-62.5% |
| Admin fee / account holder | $174 | $766-77.2% | $11,611-98.5% | $592-70.5% |