Filed August 14, 2009
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 GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $39,579 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $27,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,753 | $50,815-2.1% | $155,509-68.0% | $77,643-35.9% |
| Participation rate | 36.8% | 63.1%-26.3pp | 78.2%-41.4pp | 70.6%-33.8pp |
| Annual return | 12.74% | 34.80%-22.1pp | 64.67%-51.9pp | 31.24%-18.5pp |
| Employer contribution / active EE | $649 | $1,993-67.4% | $4,672-86.1% | $2,726-76.2% |
| Participant deferral / active EE | $1,127 | $2,822-60.1% | $5,626-80.0% | $4,647-75.7% |
| Admin fee / account holder | $436 | $437-0.2% | $15,912-97.3% | $430+1.3% |