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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY, SUITE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $11,227 |
Filed as: GREAT WEST LIFE AND ANNUITY INS. CO Service code 64 · EIN 84-0467907 8315 EAST ORCHARD RD · GREENWOOD, CO 80111 | Recordkeeping Fees | $5,756 |
Filed as: PA RETIREMENT SOLUTIONS, INC Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,091 | $54,762-10.4% | $90,281-45.6% | $72,985-32.7% |
| Participation rate | 44.7% | 65.1%-20.5pp | 73.3%-28.6pp | 69.5%-24.8pp |
| Annual return | 18.55% | 30.63%-12.1pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $649 | $2,092-69.0% | $2,854-77.3% | $2,440-73.4% |
| Participant deferral / active EE | $1,190 | $2,887-58.8% | $3,885-69.4% | $3,607-67.0% |
| Admin fee / account holder | $329 | $3,972-91.7% | $5,351-93.8% | $5,124-93.6% |