Filed August 21, 2015
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 | $30,420 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,700 | $130,194-49.5% | $169,993-61.4% | $71,457-8.1% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.0%+9.6pp | 67.9%+28.7pp |
| Annual return | 16.81% | 20.37%-3.6pp | 53.37%-36.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $3,490 | $4,381-20.3% | $6,785-48.6% | $2,588+34.9% |
| Participant deferral / active EE | $5,526 | $6,923-20.2% | $10,408-46.9% | $4,289+28.8% |
| Admin fee / account holder | $5 | $966-99.5% | $12,815-100.0% | $1,587-99.7% |