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 |
|---|---|---|
Filed as: CONCOURSE FIN GROUP SEC-PROEQUITIES Service code 27 · EIN 63-0879387 2801 HIGHWAY 280 S · BIRMINGHAM, AL 35223 | Advisory (Plan) | $38,537 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Claims processing; Custodial (other t... | $33,771 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $14,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,114 | $47,126+40.3% | $149,673-55.8% | $74,419-11.2% |
| Participation rate | 78.0% | 63.4%+14.6pp | 78.8%-0.8pp | 70.7%+7.2pp |
| Annual return | 66.98% | 22.75%+44.2pp | 134.42%-67.4pp | 34.38%+32.6pp |
| Employer contribution / active EE | $2,747 | $1,905+44.2% | $4,818-43.0% | $2,637+4.2% |
| Participant deferral / active EE | $5,413 | $2,728+98.4% | $5,680-4.7% | $4,528+19.5% |
| Admin fee / account holder | $11 | $343-96.7% | $13,210-99.9% | $348-96.8% |