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 GROUP3+ years Service code 15 · EIN 93-1253576 | Recordkeeping | $363,170 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 70 · EIN 71-0927304 | Consulting Fees | $12,949 |
RELIANCE TRUST COMPANY3+ years Filed as: RELIANCE TRUST Service code 59 · EIN 25-1838406 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,582 | $55,453-50.3% | $170,442-83.8% | $62,292-55.7% |
| Participation rate | 90.6% | 66.4%+24.3pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 10.68% | 21.38%-10.7pp | 205.93%-195.3pp | 28.90%-18.2pp |
| Employer contribution / active EE | $3,197 | $2,164+47.8% | $5,433-41.1% | $2,042+56.6% |
| Participant deferral / active EE | $1,270 | $2,303-44.8% | $4,939-74.3% | $3,169-59.9% |
| Admin fee / account holder | $216 | $455-52.5% | $13,880-98.4% | $479-54.9% |