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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $35,163 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,929 | $50,982-58.9% | $154,803-86.5% | $85,563-75.5% |
| Participation rate | 89.1% | 59.8%+29.3pp | 78.1%+11.1pp | 66.0%+23.2pp |
| Annual return | 17.81% | 30.35%-12.5pp | 58.88%-41.1pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,213 | $1,708-29.0% | $4,305-71.8% | $2,654-54.3% |
| Participant deferral / active EE | $3,250 | $2,474+31.3% | $5,540-41.3% | $4,375-25.7% |
| Admin fee / account holder | $120 | $846-85.8% | $14,329-99.2% | $834-85.6% |