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.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $390,235 |
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 | $44,253 | $30,147+46.8% | $58,482-24.3% | $80,160-44.8% |
| Participation rate | 95.7% | 34.4%+61.3pp | 50.9%+44.8pp | 72.9%+22.7pp |
| Annual return | 18.71% | 21.97%-3.3pp | 4239.32%-4220.6pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,733 | $528+228.4% | $1,053+64.5% | $2,978-41.8% |
| Participant deferral / active EE | $4,990 | $1,249+299.5% | $1,924+159.4% | $5,017-0.5% |
| Admin fee / account holder | $91 | $195-53.2% | $2,516-96.4% | $145-37.2% |