Filed November 3, 2008
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 9-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 GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $27,832 |
PROEQUITIES INC2 years Filed as: CONCOURSE FINANCIAL - PROEQUITIES Service code 27 · EIN 63-0879387 | Advisory (Plan) | $19,574 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SPECIALISTS, LTD. Service code 27 | Advisory (Plan) | $8,118 |
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SPECIALISTS LTD Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,201 | $46,292-36.9% | $143,757-79.7% | $64,808-54.9% |
| Participation rate | 72.1% | 64.2%+7.9pp | 80.3%-8.2pp | 71.5%+0.7pp |
| Annual return | -15.27% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $125 | $154-18.4% | $14,673-99.1% | $188-33.2% |