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.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $73,905 |
TRI-AD CAPITAL MANAGEMENT, INC.4+ years Service code 27 · EIN 33-0600835 | Advisory (Plan) | $28,185 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $14,768 |
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 | $32,748 | $43,999-25.6% | $79,464-58.8% | $55,725-41.2% |
| Participation rate | 96.9% | 66.9%+29.9pp | 73.3%+23.5pp | 70.9%+26.0pp |
| Annual return | -5.31% | 1.81%-7.1pp | 718.14%-723.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,797 | $1,830-1.8% | $2,800-35.8% | $2,078-13.6% |
| Participant deferral / active EE | $3,290 | $2,538+29.6% | $3,704-11.2% | $3,356-1.9% |
| Admin fee / account holder | $132 | $118+12.4% | $5,113-97.4% | $115+14.8% |