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 24 · EIN 71-0294708 | Discretionary Trustee | $75,083 |
TRIAD ADVISORS INC1 year Filed as: TRIAD INS INC. Service code 55 5155 PEACHTREE PARKWAY · NORCROSS, GA 30092 | Other Commissions | $47,330 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,735 | $73,638+51.7% | $95,952+16.4% | $73,488+52.0% |
| Participation rate | 98.5% | 76.2%+22.4pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 14.19% | 16.78%-2.6pp | 91.61%-77.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,296 | $1,863+76.9% | $2,541+29.7% | $2,270+45.2% |
| Participant deferral / active EE | $8,771 | $3,617+142.5% | $4,167+110.5% | $3,740+134.6% |
| Admin fee / account holder | $254 | $482-47.2% | $6,795-96.3% | $513-50.4% |