Filed January 20, 1999
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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 99 · EIN 35-2091834 10319 DAWSONS CREEK BLVD., STE. A · FORT WAYNE, IN 46825 | Other Fees | $4,178 |
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 | $23,943 | $46,072-48.0% | $70,014-65.8% | $55,167-56.6% |
| Participation rate | 66.5% | 67.5%-0.9pp | 71.8%-5.3pp | 69.0%-2.5pp |
| Annual return | 5.83% | 8.68%-2.8pp | 12.99%-7.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,535 | $1,500+2.3% | $2,338-34.4% | $1,963-21.8% |
| Participant deferral / active EE | $2,104 | $2,344-10.2% | $2,931-28.2% | $3,054-31.1% |
| Admin fee / account holder | $66 | $428-84.6% | $4,380-98.5% | $504-87.0% |