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 |
|---|---|---|
TRIAD ADVISORS INC1 year Filed as: TRIAD ADVISORS LLC Service code 55 · EIN 65-0173164 | Other Commissions | $75,317 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,314 | $42,810+127.3% | $169,463-42.6% | $55,725+74.6% |
| Participation rate | 65.8% | 64.7%+1.0pp | 77.8%-12.0pp | 70.9%-5.1pp |
| Annual return | -3.79% | -3.61%-0.2pp | 1.83%-5.6pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,537 | $1,402+81.0% | $4,159-39.0% | $2,078+22.1% |
| Participant deferral / active EE | $4,729 | $3,141+50.5% | $5,277-10.4% | $3,356+40.9% |
| Admin fee / account holder | $3 | $106-97.5% | $9,109-100.0% | $115-97.7% |