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.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $384,023 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,819 | $26,906+36.8% | $61,373-40.0% | $77,904-52.7% |
| Participation rate | 95.2% | 33.4%+61.7pp | 52.6%+42.6pp | 73.7%+21.5pp |
| Annual return | -17.07% | -14.46%-2.6pp | 338.61%-355.7pp | 12.21%-29.3pp |
| Employer contribution / active EE | $1,727 | $521+231.4% | $1,159+48.9% | $2,848-39.4% |
| Participant deferral / active EE | $4,953 | $1,180+319.7% | $2,125+133.1% | $4,806+3.1% |
| Admin fee / account holder | $95 | $117-18.9% | $2,130-95.5% | $133-28.4% |