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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $45,827 |
Filed as: CONCOURSE FIN GROUP SEC-PROEQUITIES Service code 27 · EIN 63-0879387 | Advisory (Plan) | $33,134 |
PENSION ASSURANCE LLP8+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $14,654 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,883 | $46,292-11.7% | $143,757-71.6% | $64,808-36.9% |
| Participation rate | 75.4% | 64.2%+11.2pp | 80.3%-4.9pp | 71.5%+3.9pp |
| Annual return | -13.66% | -10.05%-3.6pp | -0.04%-13.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,571 | $1,910+34.6% | $4,951-48.1% | $2,506+2.6% |
| Participant deferral / active EE | $4,809 | $2,646+81.8% | $5,637-14.7% | $4,310+11.6% |
| Admin fee / account holder | $136 | $154-11.3% | $14,673-99.1% | $188-27.4% |