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 | $144,624 |
Filed as: CONCORD ADVISORY GROUP LTD. Service code 26 · EIN 22-3039644 | Advisory (Participants) | $47,167 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,569 | $47,456-33.5% | $172,739-81.7% | $77,787-59.4% |
| Participation rate | 98.4% | 66.3%+32.1pp | 82.6%+15.7pp | 73.2%+25.1pp |
| Annual return | 24.29% | 35.57%-11.3pp | 802.84%-778.6pp | 32.57%-8.3pp |
| Employer contribution / active EE | $2,918 | $1,574+85.4% | $5,143-43.3% | $2,504+16.5% |
| Participant deferral / active EE | $3,737 | $2,560+46.0% | $5,198-28.1% | $3,967-5.8% |
| Admin fee / account holder | $58 | $81-28.3% | $13,954-99.6% | $100-42.0% |