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 | $47,539 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,488 | $46,292-55.7% | $143,757-85.7% | $64,808-68.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -8.80% | -10.05%+1.2pp | -0.04%-8.8pp | 32.82%-41.6pp |
| Employer contribution / active EE | $2,565 | $1,910+34.3% | $4,951-48.2% | $2,506+2.4% |
| Participant deferral / active EE | $2,258 | $2,646-14.6% | $5,637-59.9% | $4,310-47.6% |
| Admin fee / account holder | $131 | $154-14.7% | $14,673-99.1% | $188-30.1% |