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 GROUP6+ years Service code 15 · EIN 93-1253576 | Recordkeeping | $43,865 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 70 · EIN 71-0927304 | Consulting Fees | $21,053 |
RELIANCE TRUST COMPANY6+ years Filed as: RELIANCE TRUST Service code 59 · EIN 25-1838406 | Shareholder Servicing | $767 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,733 | $58,879-27.4% | $178,490-76.1% | $73,488-41.9% |
| Participation rate | 89.5% | 66.2%+23.3pp | 81.9%+7.5pp | 70.7%+18.8pp |
| Annual return | 10.20% | 24.86%-14.7pp | 151.07%-140.9pp | 28.51%-18.3pp |
| Employer contribution / active EE | $3,995 | $2,236+78.7% | $5,011-20.3% | $2,270+76.0% |
| Participant deferral / active EE | $1,379 | $2,567-46.3% | $5,202-73.5% | $3,740-63.1% |
| Admin fee / account holder | $296 | $400-26.0% | $13,984-97.9% | $513-42.2% |