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 | $99,020 |
THE CONCORD ADVISORY GROUP4 years Filed as: CONCORD ADVISORY GROUP LTD. Service code 10 · EIN 22-3039644 | Accounting | $72,734 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,910 | $45,000-24.6% | $143,757-76.4% | $77,904-56.5% |
| Participation rate | 98.8% | 66.8%+32.0pp | 80.3%+18.5pp | 73.7%+25.1pp |
| Annual return | -15.29% | 29.03%-44.3pp | -0.04%-15.2pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,398 | $1,870-25.2% | $4,951-71.8% | $2,848-50.9% |
| Participant deferral / active EE | $3,902 | $3,157+23.6% | $5,637-30.8% | $4,806-18.8% |
| Admin fee / account holder | $64 | $98-35.2% | $14,673-99.6% | $133-51.9% |