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.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $448,016 |
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 | $50,601 | $31,741+59.4% | $56,411-10.3% | $199,593-74.6% |
| Participation rate | 96.7% | 32.3%+64.4pp | 52.5%+44.3pp | 72.0%+24.8pp |
| Annual return | 13.43% | 14.72%-1.3pp | 1701.33%-1687.9pp | 34.25%-20.8pp |
| Employer contribution / active EE | $1,760 | $508+246.8% | $1,039+69.5% | $3,034-42.0% |
| Participant deferral / active EE | $5,190 | $1,184+338.4% | $1,952+165.9% | $5,087+2.0% |
| Admin fee / account holder | $101 | $426-76.3% | $2,829-96.4% | $269-62.4% |