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 GROUP7+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $88,543 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $50,951 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,880 | $46,292-7.4% | $143,757-70.2% | $64,808-33.8% |
| Participation rate | 66.4% | 64.2%+2.2pp | 80.3%-13.9pp | 71.5%-5.0pp |
| Annual return | -11.54% | -10.05%-1.5pp | -0.04%-11.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $557 | $1,910-70.8% | $4,951-88.8% | $2,506-77.8% |
| Participant deferral / active EE | $2,281 | $2,646-13.8% | $5,637-59.5% | $4,310-47.1% |
| Admin fee / account holder | $336 | $154+118.7% | $14,673-97.7% | $188+79.0% |