Filed August 28, 2015 (most recent of 2 filings on file)
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: CONCURRENT INVESTMENT ADVISORS Service code 27 · EIN 92-1819393 | Advisory (Plan) | $18,352 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,812 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,118 | $102,317+105.4% | $146,958+43.0% | $80,856+159.9% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.2%+4.9pp | 67.6%+19.4pp |
| Annual return | 12.77% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $7,753 | $3,713+108.8% | $4,933+57.2% | $2,755+181.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $365 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |