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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.
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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 | $30,434 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,142 | $55,415-36.6% | $155,509-77.4% | $74,495-52.8% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 8.89% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $2,912 | $2,267+28.5% | $4,672-37.7% | $2,623+11.0% |
| Participant deferral / active EE | $2,575 | $2,836-9.2% | $5,626-54.2% | $4,346-40.7% |
| Admin fee / account holder | $92 | $1,738-94.7% | $15,912-99.4% | $1,942-95.2% |