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.4+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $3,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,974 | $80,005-5.0% | $140,016-45.7% | $55,725+36.3% |
| Participation rate | 99.0% | 87.0%+12.0pp | 87.5%+11.5pp | 70.9%+28.1pp |
| Annual return | -5.69% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $3,967 | $3,403+16.6% | $5,606-29.2% | $2,078+90.9% |
| Participant deferral / active EE | $6,124 | $5,264+16.3% | $6,927-11.6% | $3,356+82.5% |
| Admin fee / account holder | $7 | $116-93.7% | $10,705-99.9% | $115-93.7% |