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 |
|---|---|---|
Service code 49 | Other Services | $47,043 |
THE RETIREMENT ADVANTAGE INC2 years Service code 49 · EIN 39-1816008 | Other Services | $22,117 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,765 |
Filed as: CONCOURSE FINANCIAL GROUP SECURITTE Service code 49 · EIN 63-0879387 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $98,205 | $46,292+112.1% | $143,757-31.7% | $64,808+51.5% |
| Participation rate | 69.2% | 64.2%+5.0pp | 80.3%-11.1pp | 71.5%-2.2pp |
| Annual return | -15.60% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,531 | $1,910+32.5% | $4,951-48.9% | $2,506+1.0% |
| Participant deferral / active EE | $4,127 | $2,646+56.0% | $5,637-26.8% | $4,310-4.3% |
| Admin fee / account holder | $7 | $154-95.3% | $14,673-100.0% | $188-96.2% |