Filed October 6, 2015 (most recent of 2 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $54,265 |
Filed as: CONCORD ADVISORY GROUP LTD Service code 26 · EIN 22-3039644 | Advisory (Participants) | $14,547 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 26 · EIN 47-0663374 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,074 | $44,989-50.9% | $170,442-87.0% | $77,958-71.7% |
| Participation rate | 97.8% | 64.6%+33.2pp | 83.6%+14.2pp | 71.6%+26.2pp |
| Annual return | 17.92% | 19.61%-1.7pp | 205.93%-188.0pp | 20.87%-3.0pp |
| Employer contribution / active EE | $2,621 | $1,466+78.8% | $5,433-51.8% | $2,310+13.4% |
| Participant deferral / active EE | $3,236 | $2,208+46.6% | $4,939-34.5% | $3,537-8.5% |
| Admin fee / account holder | $29 | $69-58.5% | $13,880-99.8% | $97-70.6% |