Filed February 26, 2014
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 |
|---|---|---|
THE CONCORD ADVISORY GROUP2+ years Filed as: THE CONCORD ADVISORY GROUP, LTD. Service code 17 · EIN 22-3039644 | Pension Consulting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,292 | $85,199+14.2% | $57,179+70.2% | $63,975+52.1% |
| Participation rate | 50.5% | 74.0%-23.5pp | 75.3%-24.8pp | 71.1%-20.6pp |
| Annual return | 7.47% | 10.43%-3.0pp | 14.59%-7.1pp | 48.65%-41.2pp |
| Employer contribution / active EE | $1,999 | $3,446-42.0% | $2,682-25.5% | $2,182-8.4% |
| Participant deferral / active EE | $2,370 | $3,109-23.8% | $3,096-23.5% | $3,356-29.4% |
| Admin fee / account holder | $1 | $39-97.0% | $3,139-100.0% | $70-98.4% |