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 | $163,264 |
THE CONCORD ADVISORY GROUP5 years Filed as: CONCORD ADVISORY GROUP LTD. Service code 10 · EIN 22-3039644 | Accounting | $80,218 |
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 | $38,508 | $50,127-23.2% | $149,673-74.3% | $80,160-52.0% |
| Participation rate | 96.6% | 64.3%+32.3pp | 78.8%+17.8pp | 72.9%+23.7pp |
| Annual return | 17.29% | 29.82%-12.5pp | 134.42%-117.1pp | 40.38%-23.1pp |
| Employer contribution / active EE | $1,145 | $1,865-38.6% | $4,818-76.2% | $2,978-61.5% |
| Participant deferral / active EE | $3,236 | $3,194+1.3% | $5,680-43.0% | $5,017-35.5% |
| Admin fee / account holder | $88 | $153-42.1% | $13,210-99.3% | $145-39.0% |