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 GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $28,152 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,221 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,438 | $65,908-59.9% | $81,812-67.7% | $77,643-65.9% |
| Participation rate | 33.4% | 65.8%-32.4pp | 72.3%-38.9pp | 70.6%-37.2pp |
| Annual return | 13.53% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $234 | $2,370-90.1% | $2,912-92.0% | $2,726-91.4% |
| Participant deferral / active EE | $898 | $3,505-74.4% | $4,319-79.2% | $4,647-80.7% |
| Admin fee / account holder | $213 | $526-59.5% | $7,386-97.1% | $430-50.4% |