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.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $132,972 |
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 | $45,982 | $26,479+73.7% | $74,701-38.4% | $77,787-40.9% |
| Participation rate | 59.2% | 37.6%+21.5pp | 54.5%+4.7pp | 73.2%-14.1pp |
| Annual return | 21.68% | 38.31%-16.6pp | 752.92%-731.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $857 | $440+95.0% | $1,084-20.9% | $2,504-65.8% |
| Participant deferral / active EE | $2,593 | $1,074+141.3% | $1,964+32.0% | $3,967-34.7% |
| Admin fee / account holder | $41 | $119-65.3% | $3,333-98.8% | $100-58.7% |