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.4+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $34,486 |
TRI-AD ACTUARIES, INC.3 years Filed as: TRI-AD CAPITAL MGMT Service code 27 221 WEST CREST ST. STE. 300 · ESCONDIDO, CA 92025 | Advisory (Plan) | $29,185 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $5,566 |
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 | $19,290 | $41,467-53.5% | $67,313-71.3% | $55,725-65.4% |
| Participation rate | 87.0% | 62.5%+24.5pp | 69.1%+18.0pp | 70.9%+16.2pp |
| Annual return | -5.95% | 0.82%-6.8pp | -4.08%-1.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $593 | $1,316-55.0% | $2,566-76.9% | $2,078-71.5% |
| Participant deferral / active EE | $1,451 | $2,399-39.5% | $3,568-59.3% | $3,356-56.7% |
| Admin fee / account holder | $180 | $102+76.7% | $4,507-96.0% | $115+56.5% |