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 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,025 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SPECIALISTS, LTD Service code 70 | Consulting Fees | $33,599 |
Filed as: CONCOURSE FIN GROUP SEC-PROEQUITIES Service code 27 · EIN 63-0879387 | Advisory (Plan) | $23,737 |
PENSION ASSURANCE LLP7+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $17,455 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Direct payment from the plan; Custodi... | $10,556 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,965 | $56,485-18.6% | $185,823-75.3% | $86,799-47.0% |
| Participation rate | 69.9% | 65.5%+4.4pp | 81.7%-11.8pp | 72.3%-2.4pp |
| Annual return | 13.88% | 118.04%-104.2pp | 122.05%-108.2pp | 97.91%-84.0pp |
| Employer contribution / active EE | $2,594 | $1,843+40.8% | $5,167-49.8% | $2,405+7.8% |
| Participant deferral / active EE | $4,394 | $2,553+72.1% | $5,568-21.1% | $4,131+6.4% |
| Admin fee / account holder | $146 | $150-2.4% | $16,237-99.1% | $170-13.9% |