Filed May 5, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: CONCOURSE FINANCIAL GROUP SECURITI Service code 27 · EIN 63-0879387 | Advisory (Plan) | $26,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,639 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,902 | $61,272-0.6% | $149,673-59.3% | $71,457-14.8% |
| Participation rate | 73.9% | 62.5%+11.4pp | 78.8%-4.8pp | 67.9%+6.0pp |
| Annual return | 17.82% | 35.85%-18.0pp | 134.42%-116.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,807 | $2,378-24.0% | $4,818-62.5% | $2,588-30.2% |
| Participant deferral / active EE | $4,925 | $2,917+68.8% | $5,680-13.3% | $4,289+14.8% |
| Admin fee / account holder | $223 | $1,261-82.4% | $13,210-98.3% | $1,587-86.0% |