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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 | $26,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,893 | $78,485+36.2% | $106,213+0.6% | $74,495+43.5% |
| Participation rate | 98.4% | 72.8%+25.5pp | 75.3%+23.1pp | 67.2%+31.2pp |
| Annual return | 11.60% | 15.95%-4.4pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,647 | $2,523+4.9% | $3,171-16.5% | $2,623+0.9% |
| Participant deferral / active EE | $4,661 | $4,322+7.8% | $5,016-7.1% | $4,346+7.2% |
| Admin fee / account holder | $124 | $2,232-94.4% | $11,033-98.9% | $1,942-93.6% |