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 | $168,235 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LL Service code 16 · EIN 92-1819393 | Consulting | $37,383 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $15,200 |
Service code 16 · EIN 59-1531281 | Consulting | $12,592 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $43,576 | $104,697-58.4% | $96,544-54.9% | $80,160-45.6% |
| Participation rate | 85.4% | 86.4%-1.0pp | 76.0%+9.4pp | 72.9%+12.4pp |
| Annual return | 28.29% | 21.78%+6.5pp | 25.84%+2.4pp | 40.38%-12.1pp |
| Employer contribution / active EE | $1,633 | $3,536-53.8% | $2,965-44.9% | $2,978-45.2% |
| Participant deferral / active EE | $3,767 | $6,188-39.1% | $4,851-22.3% | $5,017-24.9% |
| Admin fee / account holder | $131 | $107+23.2% | $8,252-98.4% | $145-9.3% |