See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.7+ years Filed as: TRI-AD ACTUARIES, INC Service code 10 · EIN 95-2887986 | Accounting | $2,400 |
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 | $119,257 | $121,341-1.7% | $189,513-37.1% | $79,386+50.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 15.58% | 21.08%-5.5pp | 555.15%-539.6pp | 116.85%-101.3pp |
| Employer contribution / active EE | $5,131 | $3,915+31.1% | $6,162-16.7% | $2,427+111.4% |
| Participant deferral / active EE | $7,407 | $6,395+15.8% | $8,221-9.9% | $4,046+83.1% |
| Admin fee / account holder | $7 | $651-98.9% | $12,045-99.9% | $626-98.8% |