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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 | Other Fees | $23,420 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Other Services | $6,264 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,885 | $72,607-2.4% | $90,749-21.9% | $66,914+5.9% |
| Participation rate | 96.3% | 73.7%+22.6pp | 75.7%+20.6pp | 69.8%+26.5pp |
| Annual return | -17.15% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $404 | $2,369-82.9% | $2,921-86.2% | $2,544-84.1% |
| Participant deferral / active EE | $2,627 | $3,977-34.0% | $4,564-42.4% | $4,237-38.0% |
| Admin fee / account holder | $85 | $707-88.0% | $8,445-99.0% | $593-85.7% |