Filed October 26, 2001
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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,255 |
CENTRAL PACIFIC BANK3+ years Service code 10 · EIN 99-0309010 | Accounting | $16,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,595 | $46,100-59.7% | $86,590-78.5% | $69,631-73.3% |
| Participation rate | 46.5% | 67.2%-20.7pp | 73.5%-27.1pp | 70.7%-24.2pp |
| Annual return | 16.09% | 21.02%-4.9pp | 964.84%-948.7pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $212 | $1,850-88.5% | $2,839-92.5% | $2,032-89.6% |
| Participant deferral / active EE | $825 | $2,432-66.1% | $3,609-77.1% | $3,224-74.4% |
| Admin fee / account holder | $159 | $94+69.4% | $4,906-96.8% | $110+43.9% |