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 GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $29,012 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,220 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,085 | $52,208-53.9% | $86,612-72.2% | $74,419-67.6% |
| Participation rate | 35.4% | 66.3%-30.9pp | 71.7%-36.3pp | 70.7%-35.3pp |
| Annual return | 16.18% | 44.46%-28.3pp | 591.07%-574.9pp | 34.38%-18.2pp |
| Employer contribution / active EE | $235 | $2,282-89.7% | $3,022-92.2% | $2,637-91.1% |
| Participant deferral / active EE | $992 | $3,383-70.7% | $4,438-77.6% | $4,528-78.1% |
| Admin fee / account holder | $190 | $319-40.3% | $5,614-96.6% | $348-45.2% |