Filed December 10, 2014
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 8-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 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,690 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $3,972 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,080 | $50,815-72.3% | $155,509-90.9% | $77,643-81.9% |
| Participation rate | 85.8% | 63.1%+22.7pp | 78.2%+7.6pp | 70.6%+15.2pp |
| Annual return | 17.72% | 34.80%-17.1pp | 64.67%-47.0pp | 31.24%-13.5pp |
| Employer contribution / active EE | $1,057 | $1,993-47.0% | $4,672-77.4% | $2,726-61.2% |
| Participant deferral / active EE | $2,943 | $2,822+4.3% | $5,626-47.7% | $4,647-36.7% |
| Admin fee / account holder | $49 | $437-88.8% | $15,912-99.7% | $430-88.6% |