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 10-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 |
|---|---|---|
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,768 |
TRISTAR PENSION LTD1 year Filed as: TRISTAR PENSION, LTD Service code 49 · EIN 73-1553813 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Other Services | $22,558 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,737 |
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 | $77,359 | $94,621-18.2% | $138,135-44.0% | $73,409+5.4% |
| Participation rate | 98.4% | 83.4%+15.0pp | 78.7%+19.7pp | 72.2%+26.3pp |
| Annual return | 13.71% | 16.57%-2.9pp | 20.51%-6.8pp | 59.29%-45.6pp |
| Employer contribution / active EE | $6,072 | $4,410+37.7% | $5,587+8.7% | $2,234+171.8% |
| Participant deferral / active EE | $9,532 | $6,199+53.8% | $6,431+48.2% | $3,805+150.5% |
| Admin fee / account holder | $140 | $1400% | $11,856-98.8% | $158-11.2% |