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 | $18,250 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 · EIN 46-5391363 | Advisory (Plan) | $9,900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,177 | $63,114-61.7% | $92,893-74.0% | $65,185-62.9% |
| Participation rate | 75.0% | 68.8%+6.2pp | 76.0%-1.0pp | 70.2%+4.8pp |
| Annual return | 23.61% | 28.75%-5.1pp | 109.41%-85.8pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,426 | $2,571-44.5% | $3,653-61.0% | $2,177-34.5% |
| Participant deferral / active EE | $3,162 | $3,108+1.7% | $4,236-25.4% | $3,514-10.0% |
| Admin fee / account holder | $166 | $624-73.4% | $5,794-97.1% | $847-80.4% |