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 GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $72,083 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $36,598 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,076 |
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 | $35,163 | $52,293-32.8% | $178,490-80.3% | $73,409-52.1% |
| Participation rate | 64.8% | 65.3%-0.6pp | 81.9%-17.2pp | 72.2%-7.4pp |
| Annual return | 4.04% | 34.75%-30.7pp | 151.07%-147.0pp | 59.29%-55.2pp |
| Employer contribution / active EE | $518 | $1,735-70.2% | $5,011-89.7% | $2,234-76.8% |
| Participant deferral / active EE | $1,732 | $2,332-25.7% | $5,202-66.7% | $3,805-54.5% |
| Admin fee / account holder | $237 | $127+86.2% | $13,984-98.3% | $158+50.2% |