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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $69,975 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $32,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,886 | $62,928-43.0% | $172,739-79.2% | $67,579-46.9% |
| Participation rate | 61.1% | 64.5%-3.4pp | 82.6%-21.6pp | 71.3%-10.2pp |
| Annual return | 5.57% | 30.36%-24.8pp | 802.84%-797.3pp | 378.56%-373.0pp |
| Employer contribution / active EE | $494 | $1,636-69.8% | $5,143-90.4% | $2,148-77.0% |
| Participant deferral / active EE | $1,771 | $2,145-17.4% | $5,198-65.9% | $3,539-50.0% |
| Admin fee / account holder | $239 | $167+43.7% | $13,954-98.3% | $142+68.3% |