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) | $30,844 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,984 | $55,415+28.1% | $155,509-54.4% | $74,495-4.7% |
| Participation rate | 68.5% | 61.9%+6.6pp | 78.2%-9.7pp | 67.2%+1.3pp |
| Annual return | 14.47% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,779 | $2,267-21.5% | $4,672-61.9% | $2,623-32.2% |
| Participant deferral / active EE | $5,183 | $2,836+82.8% | $5,626-7.9% | $4,346+19.3% |
| Admin fee / account holder | $251 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |