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.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $31,126 |
TRI-AD ACTUARIES, INC.2 years Filed as: TRI-AD CAPITAL MGMT Service code 27 221 WEST CREST ST. STE. 300 · ESCONDIDO, CA 92025 | Advisory (Plan) | $17,637 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $4,535 |
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 | $21,618 | $44,059-50.9% | $71,671-69.8% | $69,631-69.0% |
| Participation rate | 79.2% | 60.8%+18.5pp | 68.7%+10.5pp | 70.7%+8.5pp |
| Annual return | 15.56% | 21.97%-6.4pp | 20.65%-5.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $498 | $1,305-61.8% | $2,460-79.7% | $2,032-75.5% |
| Participant deferral / active EE | $1,208 | $2,370-49.0% | $3,438-64.9% | $3,224-62.5% |
| Admin fee / account holder | $148 | $108+37.1% | $5,558-97.3% | $110+33.7% |