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 | $92,665 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $21,214 |
CROWE LLP7 years Service code 10 · EIN 35-0921680 | Accounting | $17,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,256 | $88,890+44.3% | $102,423+25.2% | $77,643+65.2% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.5%+19.0pp | 70.6%+25.0pp |
| Annual return | 18.56% | 24.98%-6.4pp | 29.32%-10.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $3,993 | $2,698+48.0% | $3,023+32.1% | $2,726+46.5% |
| Participant deferral / active EE | $10,505 | $5,145+104.2% | $5,053+107.9% | $4,647+126.1% |
| Admin fee / account holder | $139 | $235-41.1% | $9,451-98.5% | $430-67.8% |