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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $64,024 |
MATRIX TRUST COMPANY2+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $25,649 |
TRI-AD CAPITAL MANAGEMENT, INC.3+ years Service code 27 · EIN 33-0600835 | Advisory (Plan) | $11,900 |
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 | $34,373 | $46,100-25.4% | $86,590-60.3% | $69,631-50.6% |
| Participation rate | 96.8% | 67.2%+29.7pp | 73.5%+23.3pp | 70.7%+26.2pp |
| Annual return | 18.80% | 21.02%-2.2pp | 964.84%-946.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $1,753 | $1,850-5.2% | $2,839-38.3% | $2,032-13.7% |
| Participant deferral / active EE | $3,221 | $2,432+32.5% | $3,609-10.7% | $3,224-0.1% |
| Admin fee / account holder | $122 | $94+29.7% | $4,906-97.5% | $110+10.1% |