Filed December 27, 2013
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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $23,571 |
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $15,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,375 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,525 | $106,236-26.1% | $112,228-30.0% | $64,808+21.2% |
| Participation rate | 78.9% | 71.7%+7.3pp | 75.1%+3.9pp | 71.5%+7.5pp |
| Annual return | -18.34% | -6.02%-12.3pp | 27.45%-45.8pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,228 | $3,166-61.2% | $3,635-66.2% | $2,506-51.0% |
| Participant deferral / active EE | $5,805 | $3,785+53.4% | $4,728+22.8% | $4,310+34.7% |
| Admin fee / account holder | $8 | $452-98.2% | $6,410-99.9% | $188-95.6% |