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 GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $33,003 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,927 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST Service code 19 | Securities Custodian | $3,068 |
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.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,964 | $47,722-60.3% | $82,719-77.1% | $64,808-70.7% |
| Participation rate | 42.2% | 67.6%-25.5pp | 72.6%-30.4pp | 71.5%-29.3pp |
| Annual return | -18.61% | -13.05%-5.6pp | 701.18%-719.8pp | 32.82%-51.4pp |
| Employer contribution / active EE | $249 | $2,179-88.6% | $3,009-91.7% | $2,506-90.1% |
| Participant deferral / active EE | $928 | $3,329-72.1% | $4,395-78.9% | $4,310-78.5% |
| Admin fee / account holder | $180 | $143+25.6% | $5,329-96.6% | $188-4.4% |