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 GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,515 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $42,481 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,960 |
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 | $46,855 | $56,485-17.0% | $185,823-74.8% | $86,799-46.0% |
| Participation rate | 68.2% | 65.5%+2.7pp | 81.7%-13.5pp | 72.3%-4.1pp |
| Annual return | 24.09% | 118.04%-93.9pp | 122.05%-98.0pp | 97.91%-73.8pp |
| Employer contribution / active EE | $557 | $1,843-69.8% | $5,167-89.2% | $2,405-76.8% |
| Participant deferral / active EE | $2,081 | $2,553-18.5% | $5,568-62.6% | $4,131-49.6% |
| Admin fee / account holder | $286 | $150+91.3% | $16,237-98.2% | $170+68.8% |