Filed November 2, 2004
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 |
|---|---|---|
FINANCIAL CONCEPTS, INC.1+ years Filed as: FINANCIAL CONCEPTS INC. Service code 27 · EIN 41-1505971 | Advisory (Plan) | $29,329 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,438 |
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 | $82,468 | $60,165+37.1% | $74,183+11.2% | $55,167+49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.25% | 10.00%-1.7pp | 17.74%-9.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $3,714 | $1,600+132.2% | $2,370+56.7% | $1,963+89.2% |
| Participant deferral / active EE | $4,995 | $2,973+68.1% | $3,550+40.7% | $3,054+63.6% |
| Admin fee / account holder | $149 | $419-64.6% | $5,586-97.3% | $504-70.5% |