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.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $134,843 |
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 | $38,956 | $23,119+68.5% | $71,086-45.2% | $75,289-48.3% |
| Participation rate | 56.8% | 36.3%+20.4pp | 54.7%+2.1pp | 72.4%-15.7pp |
| Annual return | -5.40% | -3.32%-2.1pp | 650.59%-656.0pp | -0.04%-5.4pp |
| Employer contribution / active EE | $817 | $399+104.8% | $1,088-24.9% | $2,405-66.0% |
| Participant deferral / active EE | $2,455 | $960+155.7% | $1,874+31.0% | $3,739-34.3% |
| Admin fee / account holder | $45 | $89-49.6% | $3,082-98.5% | $102-55.9% |