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) | $66,294 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 1100 SW 6TH AVE · PORTLAND, OR 97204 | Recordkeeping and information managem... | $64,474 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS LTD Service code 27 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Advisory (Plan) | $23,156 |
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 | $72,469 | $50,815+42.6% | $155,509-53.4% | $77,643-6.7% |
| Participation rate | 84.2% | 63.1%+21.1pp | 78.2%+6.0pp | 70.6%+13.7pp |
| Annual return | 18.17% | 34.80%-16.6pp | 64.67%-46.5pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,068 | $1,993+54.0% | $4,672-34.3% | $2,726+12.6% |
| Participant deferral / active EE | $6,079 | $2,822+115.4% | $5,626+8.1% | $4,647+30.8% |
| Admin fee / account holder | $184 | $437-57.8% | $15,912-98.8% | $430-57.1% |