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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $103,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,590 | $25,165+61.3% | $73,545-44.8% | $77,958-47.9% |
| Participation rate | 60.5% | 36.6%+23.9pp | 54.9%+5.5pp | 71.6%-11.2pp |
| Annual return | 18.62% | 18.12%+0.5pp | -15.16%+33.8pp | 20.87%-2.2pp |
| Employer contribution / active EE | $805 | $395+103.7% | $1,219-33.9% | $2,310-65.1% |
| Participant deferral / active EE | $2,328 | $898+159.3% | $1,806+28.9% | $3,537-34.2% |
| Admin fee / account holder | $36 | $76-52.4% | $2,320-98.4% | $97-63.0% |