Filed December 14, 2018
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 |
|---|---|---|
Filed as: CONCOURSE FINANCIAL GROUP SECRURITE Service code 49 | Other Services | $44,793 |
Service code 49 · EIN 39-1816008 | Other Services | $22,421 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,873 |
Service code 49 · EIN 63-0879387 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,279 | $56,485+111.2% | $185,823-35.8% | $86,799+37.4% |
| Participation rate | 70.9% | 65.5%+5.4pp | 81.7%-10.8pp | 72.3%-1.4pp |
| Annual return | 16.02% | 118.04%-102.0pp | 122.05%-106.0pp | 97.91%-81.9pp |
| Employer contribution / active EE | $2,538 | $1,843+37.7% | $5,167-50.9% | $2,405+5.5% |
| Participant deferral / active EE | $3,921 | $2,553+53.6% | $5,568-29.6% | $4,131-5.1% |
| Admin fee / account holder | $8 | $150-94.6% | $16,237-99.9% | $170-95.2% |