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 GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,824 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,105 |
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 | $19,440 | $54,237-64.2% | $90,281-78.5% | $67,579-71.2% |
| Participation rate | 48.7% | 68.6%-19.9pp | 73.3%-24.6pp | 71.3%-22.6pp |
| Annual return | 21.43% | 37.27%-15.8pp | 78.10%-56.7pp | 378.56%-357.1pp |
| Employer contribution / active EE | $234 | $1,846-87.3% | $2,854-91.8% | $2,148-89.1% |
| Participant deferral / active EE | $880 | $2,625-66.5% | $3,885-77.3% | $3,539-75.1% |
| Admin fee / account holder | $171 | $123+38.6% | $5,351-96.8% | $142+20.2% |