Filed June 5, 2014 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $70,715 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $42,553 |
Service code 49 · EIN 39-1816008 | Other Services | $5,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,620 | $89,652+40.1% | $141,162-11.0% | $65,185+92.7% |
| Participation rate | 98.3% | 74.7%+23.6pp | 82.5%+15.8pp | 70.2%+28.1pp |
| Annual return | 20.35% | 32.79%-12.4pp | 71.39%-51.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $3,407 | $3,065+11.2% | $4,735-28.0% | $2,177+56.5% |
| Participant deferral / active EE | $7,302 | $5,691+28.3% | $6,709+8.8% | $3,514+107.8% |
| Admin fee / account holder | $442 | $569-22.3% | $10,261-95.7% | $847-47.8% |