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 GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $77,282 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $62,648 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,982 |
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 | $57,419 | $50,982+12.6% | $154,803-62.9% | $85,563-32.9% |
| Participation rate | 68.6% | 59.8%+8.8pp | 78.1%-9.5pp | 66.0%+2.6pp |
| Annual return | 11.87% | 30.35%-18.5pp | 58.88%-47.0pp | 31.51%-19.6pp |
| Employer contribution / active EE | $536 | $1,708-68.6% | $4,305-87.6% | $2,654-79.8% |
| Participant deferral / active EE | $2,985 | $2,474+20.7% | $5,540-46.1% | $4,375-31.8% |
| Admin fee / account holder | $335 | $846-60.4% | $14,329-97.7% | $834-59.9% |