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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,086 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 · EIN 71-0927304 | Advisory (Plan) | $7,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,805 | $46,173-35.4% | $170,442-82.5% | $69,631-57.2% |
| Participation rate | 23.0% | 63.9%-40.9pp | 83.6%-60.6pp | 70.7%-47.7pp |
| Annual return | 18.22% | 21.62%-3.4pp | 205.93%-187.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $327 | $1,610-79.7% | $5,433-94.0% | $2,032-83.9% |
| Participant deferral / active EE | $576 | $2,080-72.3% | $4,939-88.3% | $3,224-82.1% |
| Admin fee / account holder | $292 | $116+152.1% | $13,880-97.9% | $110+164.7% |