Filed January 16, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $133,103 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,902 | $21,965+45.2% | $59,496-46.4% | $59,188-46.1% |
| Participation rate | 62.0% | 32.6%+29.4pp | 54.6%+7.4pp | 69.4%-7.4pp |
| Annual return | 0.09% | 22.15%-22.1pp | 182.05%-182.0pp | 5.51%-5.4pp |
| Employer contribution / active EE | $802 | $316+153.5% | $1,153-30.4% | $2,098-61.8% |
| Participant deferral / active EE | $2,215 | $732+202.8% | $1,829+21.1% | $3,265-32.1% |
| Admin fee / account holder | $52 | $74-30.6% | $2,232-97.7% | $92-44.0% |