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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.
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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.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $11,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,776 | $64,480-72.4% | $81,382-78.2% | $80,856-78.0% |
| Participation rate | 96.9% | 63.9%+33.1pp | 69.5%+27.5pp | 67.6%+29.3pp |
| Annual return | 13.31% | 16.34%-3.0pp | 24.73%-11.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,561 | $1,978-21.1% | $2,463-36.6% | $2,755-43.3% |
| Participant deferral / active EE | $1,072 | $3,094-65.4% | $3,883-72.4% | $4,296-75.1% |
| Admin fee / account holder | $99 | $5,671-98.2% | $5,768-98.3% | $6,918-98.6% |