Filed December 31, 1
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 4-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.1 year Service code 10 · EIN 95-2887986 | Accounting | $24,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,510 | $136,307-49.0% | $177,821-60.9% | $73,488-5.4% |
| Participation rate | 98.6% | 86.1%+12.5pp | 87.7%+10.9pp | 70.7%+27.9pp |
| Annual return | 13.88% | 18.68%-4.8pp | 48.32%-34.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,883 | $3,712-22.3% | $5,918-51.3% | $2,270+27.0% |
| Participant deferral / active EE | $9,295 | $5,829+59.5% | $7,714+20.5% | $3,740+148.6% |
| Admin fee / account holder | $131 | $596-78.0% | $12,427-98.9% | $513-74.4% |