Filed April 22, 2014 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $101,307 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $16,617 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $15,200 |
Service code 16 · EIN 59-1531281 | Consulting | $5,408 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,271 | $99,078+15.3% | $96,544+18.4% | $74,419+53.6% |
| Participation rate | 94.1% | 80.7%+13.5pp | 76.0%+18.2pp | 70.7%+23.4pp |
| Annual return | 25.02% | 22.48%+2.5pp | 25.84%-0.8pp | 34.38%-9.4pp |
| Employer contribution / active EE | $3,850 | $2,570+49.8% | $2,965+29.8% | $2,637+46.0% |
| Participant deferral / active EE | $9,943 | $4,933+101.6% | $4,851+105.0% | $4,528+119.6% |
| Admin fee / account holder | $150 | $225-33.1% | $8,252-98.2% | $348-56.8% |