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 |
|---|---|---|
TRI-AD ACTUARIES, INC.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $53,231 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $20,734 |
TRI-AD CAPITAL MANAGEMENT, INC.2+ years Service code 27 · EIN 33-0600835 | Advisory (Plan) | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,601 | $39,859-28.2% | $78,689-63.7% | $57,658-50.4% |
| Participation rate | 97.3% | 66.1%+31.3pp | 73.6%+23.8pp | 70.2%+27.1pp |
| Annual return | 10.49% | 18.96%-8.5pp | 62.18%-51.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,610 | $1,786-9.9% | $2,851-43.5% | $1,974-18.4% |
| Participant deferral / active EE | $3,006 | $2,248+33.7% | $3,517-14.5% | $3,061-1.8% |
| Admin fee / account holder | $107 | $76+40.0% | $4,510-97.6% | $95+12.8% |