Filed April 12, 2007
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 | Sub-transfer agency fees; Custodial (... | $69,258 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $32,211 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,147 | $37,196-5.5% | $154,107-77.2% | $55,725-36.9% |
| Participation rate | 59.4% | 64.1%-4.7pp | 83.0%-23.7pp | 70.9%-11.5pp |
| Annual return | 7.47% | 1319.68%-1312.2pp | 735.12%-727.6pp | 244.93%-237.5pp |
| Employer contribution / active EE | $502 | $1,614-68.9% | $5,298-90.5% | $2,078-75.8% |
| Participant deferral / active EE | $1,931 | $2,068-6.6% | $5,081-62.0% | $3,356-42.5% |
| Admin fee / account holder | $247 | $102+143.1% | $13,411-98.2% | $115+114.4% |