See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,965 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 · EIN 92-1819393 | Advisory (Plan) | $25,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,984 | $102,317+113.0% | $146,958+48.3% | $80,856+169.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.88% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $5,111 | $3,713+37.7% | $4,933+3.6% | $2,755+85.5% |
| Participant deferral / active EE | $13,877 | $6,644+108.9% | $8,070+72.0% | $4,296+223.0% |
| Admin fee / account holder | $474 | $7,941-94.0% | $12,998-96.4% | $6,918-93.2% |