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.6+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $176,733 |
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 | $45,623 | $29,516+54.6% | $77,482-41.1% | $90,288-49.5% |
| Participation rate | 67.6% | 33.7%+34.0pp | 54.2%+13.4pp | 73.4%-5.7pp |
| Annual return | 12.17% | 231.18%-219.0pp | 54.79%-42.6pp | 53.97%-41.8pp |
| Employer contribution / active EE | $863 | $381+126.8% | $986-12.5% | $2,524-65.8% |
| Participant deferral / active EE | $2,843 | $944+201.1% | $1,861+52.7% | $4,232-32.8% |
| Admin fee / account holder | $57 | $106-45.9% | $2,858-98.0% | $114-49.7% |