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 |
|---|---|---|
TRIAD ADVISORS INC4 years Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $48,267 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,859 |
Service code 13 · EIN 27-2487837 | Contract Administrator | $8,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,723 | $84,487+12.1% | $125,339-24.4% | $66,914+41.6% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -9.92% | -8.39%-1.5pp | 572.05%-582.0pp | 1.58%-11.5pp |
| Employer contribution / active EE | $4,127 | $3,553+16.2% | $4,814-14.3% | $2,544+62.2% |
| Participant deferral / active EE | $9,227 | $6,781+36.1% | $7,446+23.9% | $4,237+117.8% |
| Admin fee / account holder | $346 | $685-49.5% | $10,010-96.5% | $593-41.7% |