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 | $154,538 |
THE CONCORD ADVISORY GROUP2 years Filed as: CONCORD ADVISORY GROUP LTD Service code 26 · EIN 22-3039644 | Advisory (Participants) | $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 | $23,593 | $45,382-48.0% | $154,107-84.7% | $75,289-68.7% |
| Participation rate | 97.6% | 65.9%+31.7pp | 83.0%+14.5pp | 72.4%+25.1pp |
| Annual return | -5.38% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,014 | $1,533+96.6% | $5,298-43.1% | $2,405+25.3% |
| Participant deferral / active EE | $3,749 | $2,384+57.3% | $5,081-26.2% | $3,739+0.3% |
| Admin fee / account holder | $45 | $89-49.3% | $13,411-99.7% | $102-55.7% |