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 38 · EIN 35-0145825 | Participant Communication | $102,363 |
THE CONCORD ADVISORY GROUP3 years Filed as: CONCORD ADVISORY GROUP LTD. Service code 15 · EIN 22-3039644 | Recordkeeping | $64,227 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,576 | $67,512-41.4% | $185,823-78.7% | $93,030-57.5% |
| Participation rate | 98.4% | 67.1%+31.3pp | 81.7%+16.7pp | 73.9%+24.5pp |
| Annual return | 13.88% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $820 | $1,783-54.0% | $5,167-84.1% | $2,706-69.7% |
| Participant deferral / active EE | $3,627 | $3,035+19.5% | $5,568-34.9% | $4,562-20.5% |
| Admin fee / account holder | $62 | $318-80.5% | $16,237-99.6% | $152-59.1% |