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 GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $28,646 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,711 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,518 | $43,999-60.2% | $79,464-78.0% | $55,725-68.6% |
| Participation rate | 43.2% | 66.9%-23.7pp | 73.3%-30.1pp | 70.9%-27.6pp |
| Annual return | -6.21% | 1.81%-8.0pp | 718.14%-724.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $233 | $1,830-87.3% | $2,800-91.7% | $2,078-88.8% |
| Participant deferral / active EE | $750 | $2,538-70.5% | $3,704-79.8% | $3,356-77.7% |
| Admin fee / account holder | $165 | $118+40.0% | $5,113-96.8% | $115+42.9% |