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 9-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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1 year Service code 13 · EIN 95-2887986 | Contract Administrator | $38,391 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $35,140 | $47,977-26.8% | $154,107-77.2% | $56,287-37.6% |
| Participation rate | 88.2% | 66.2%+22.0pp | 83.0%+5.1pp | 69.9%+18.3pp |
| Annual return | -2.60% | 3.54%-6.1pp | 735.12%-737.7pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,555 | $2,169-28.3% | $5,298-70.6% | $2,111-26.3% |
| Participant deferral / active EE | $2,141 | $2,392-10.5% | $5,081-57.9% | $3,350-36.1% |
| Admin fee / account holder | $159 | $438-63.6% | $13,411-98.8% | $521-69.4% |