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.2+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $99,463 |
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 | $34,676 | $22,291+55.6% | $69,182-49.9% | $63,975-45.8% |
| Participation rate | 60.8% | 35.3%+25.6pp | 55.1%+5.7pp | 71.1%-10.3pp |
| Annual return | 8.03% | 9.30%-1.3pp | -21.93%+30.0pp | 48.65%-40.6pp |
| Employer contribution / active EE | $809 | $325+148.5% | $1,206-33.0% | $2,182-62.9% |
| Participant deferral / active EE | $2,277 | $808+181.9% | $1,897+20.1% | $3,356-32.2% |
| Admin fee / account holder | $37 | $73-49.2% | $2,697-98.6% | $70-47.3% |