Filed July 1, 2004
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 |
|---|---|---|
TIAA5 years Service code 50 · EIN 13-1624203 | Direct Payment | $43,142 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $20,596 |
Filed as: CONCURRENT INVESTMENT ADVISORS,LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $6,750 |
Service code 28 · EIN 59-2937883 | Investment Management | $6,750 |
Participant 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 | $103,635 | $83,884+23.5% | $64,056+61.8% | $74,419+39.3% |
| Participation rate | 98.0% | 76.6%+21.4pp | 72.3%+25.7pp | 70.7%+27.2pp |
| Annual return | 18.59% | 16.57%+2.0pp | 33.69%-15.1pp | 34.38%-15.8pp |
| Employer contribution / active EE | $9,199 | $3,084+198.3% | $2,747+234.9% | $2,637+248.8% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $67 | $196-65.7% | $3,068-97.8% | $348-80.7% |