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 | $30,963 |
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 | $26,332 | $61,272-57.0% | $149,673-82.4% | $71,457-63.2% |
| Participation rate | 99.6% | 62.5%+37.1pp | 78.8%+20.8pp | 67.9%+31.7pp |
| Annual return | 26.15% | 35.85%-9.7pp | 134.42%-108.3pp | 28.85%-2.7pp |
| Employer contribution / active EE | $3,168 | $2,378+33.2% | $4,818-34.2% | $2,588+22.4% |
| Participant deferral / active EE | $2,701 | $2,917-7.4% | $5,680-52.4% | $4,289-37.0% |
| Admin fee / account holder | $78 | $1,261-93.8% | $13,210-99.4% | $1,587-95.1% |