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 |
|---|---|---|
TRIAD ADVISORS INC2 years Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $37,509 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
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 | $82,516 | $92,971-11.2% | $96,683-14.7% | $74,419+10.9% |
| Participation rate | 86.9% | 71.5%+15.4pp | 74.3%+12.6pp | 70.7%+16.2pp |
| Annual return | 19.73% | 37.49%-17.8pp | 35.69%-16.0pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,172 | $3,426-65.8% | $3,737-68.6% | $2,637-55.6% |
| Participant deferral / active EE | $6,023 | $3,970+51.7% | $4,878+23.5% | $4,528+33.0% |
| Admin fee / account holder | $8 | $633-98.8% | $6,730-99.9% | $348-97.8% |