Filed May 21, 2008 (most recent of 2 filings on file)
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: CONCURRENT INVESTMENT ADVISORS, LLC Service code 28 · EIN 92-1819393 | Investment Management | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,145 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 · EIN 84-0467907 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,937 | $150,818-53.0% | $75,972-6.6% | - |
| Participation rate | 81.1% | 67.3%+13.8pp | 69.1%+12.1pp | - |
| Annual return | 12.24% | 14.05%-1.8pp | 359.55%-347.3pp | - |
| Employer contribution / active EE | $2,658 | $2,537+4.8% | $2,685-1.0% | - |
| Participant deferral / active EE | $4,900 | $4,233+15.8% | $4,255+15.1% | - |
| Admin fee / account holder | $284 | $25,214-98.9% | $6,467-95.6% | - |